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Sponsor portfolio

CORTLAND HOLDINGS, LLC

EIN 46-5619534-design-Latest filing 2024
Plans
2
Retirement
1
$57.1M assets
Welfare
1
$2.9M premiums
Participants
5,835
3424 PEACHTREE RD, SUITE 300 - ATLANTA, GA 30326404-920-9859cortlanddesign.comLinkedIn51-200 employeesdesign
Plans on this EIN
2 filings
#001401k-$57.1M - 3,580 part#501Mixed-$2.9M - 2,951 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 2,951 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Dental$1.1M
  • Vision$159K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • EYEMED VISION CARE5%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $352K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CORTLAND HOLDINGS, LLC 401(K) PLAN

401k

Assets$57.1M
Participants3,580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORTLAND HOLDINGS, LLC WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.9M
Covered lives2,951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORTLAND HOLDINGS, LLC 401(K) PLAN401k$57.1M3,5802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORTLAND HOLDINGS, LLC WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.9M2,9512024
Retirement plans
Welfare plans
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