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Sponsor portfolioTH

DAVID C COOK

EIN 36-6008100-publishing-Latest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$223K premiums
Participants
558
4050 LEE VANCE VIEW - COLORADO SPRINGS, CO 80918719-536-0100davidccook.orgLinkedIn201-500 employeespublishing
Plans on this EIN
2 filings
#002401k-$24.7M - 366 part#504Mixed-$223K - 192 lives

Benefits portfolio analytics

1 plan / $223K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$168K
  • Life$148K
  • Long-term disability$148K
  • Vision$55K
Total $223K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA66%
  • VISION SERVICE PLAN25%
  • AFLAC9%
Total $223K3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • USI INSURANCE SERVICES LLC65%
  • JEREMY M EANES25%
  • GREGORY G WAY6%
  • LINDSAY A LIJEWSKI4%
Total $4K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID C COOK RETIREMENT PLAN WITH 401(K) SAVINGS

401k

Assets$24.7M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DAVID C COOK EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$223K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVID C COOK RETIREMENT PLAN WITH 401(K) SAVINGS401k$24.7M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DAVID C COOK EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$223K1922025
Retirement plans
Welfare plans
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