Filings through .
Coto Insurance & Financial Services, Inc.
EIN 26-3321863insuranceLatest filing 2025
Plans
2
Retirement
1
$802K assets
Health & Benefits
1
Participants
8
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COTO INSURANCE & FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$802K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
COTO INSURANCE & FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COTO INSURANCE & FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $802K | 4 | 2025 |
- #001 · 401(k) · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | COTO INSURANCE & FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans