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Sponsor portfolioTH

COTTINGHAM AND BUTLER INSURANCE SERVICES, INC.

EIN 42-0198040-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$213.9M assets
Welfare
2
$1.7M premiums
Participants
4,927
151 WEST 8TH STREET, 300 SECURITY BUILDING - DUBUQUE, IA 52001563-583-7301
Plans on this EIN
3 filings
#003401k-$213.9M - 1,634 part#503Mixed-$1.0M - 1,746 lives#501Self Funded-$704K - 922 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 2,668 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$920K
  • Long-term disability$920K
  • Other$920K
  • Stop-loss$704K
  • Vision$114K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HARTFORD LIFE AND ACCIDENT53%
  • HCC LIFE INSURANCE COMPANY41%
  • EYEMED VISION CARE7%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $40K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN

401k

Assets$213.9M
Participants1,634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COTTINGHAM & BUTLER INSURANCE SERVICES, INC. SELF-FUNDED EMPLOYEE HEALTH BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.0M
Covered lives1,746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

COTTINGHAM & BUTLER INSURANCE SERVICE INC. SELF-FUNDED EMPLOYEE HEALTH BENEFIT PLAN

Self Funded - HCC LIFE INSURANCE COMPANY

Premiums$704K
Covered lives922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN401k$213.9M1,6342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COTTINGHAM & BUTLER INSURANCE SERVICES, INC. SELF-FUNDED EMPLOYEE HEALTH BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$1.0M1,7462024
501COTTINGHAM & BUTLER INSURANCE SERVICE INC. SELF-FUNDED EMPLOYEE HEALTH BENEFIT PLANSelf FundedHCC LIFE INSURANCE COMPANY$704K9222024
Retirement plans
Welfare plans
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