Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$733K
- Other$563K
- Life$534K
- Long-term disability$534K
- Short-term disability$177K
Sponsor portfolioTH
COTTRELL, INC.
EIN 58-1250243Latest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$1.5M premiums
Participants
1,691
2125 CANDLER RD - GAINESVILLE, GA 30501770-532-7251
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 946 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA50%
- HM LIFE INSURANCE COMPANY50%
Broker market share
Schedule A broker compensation
81%top
- TURNER WOOD & SMITH81%
- JAMES R NELLIGAN & ASSOCIATES LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COTTRELL, INC. 401(K) RETIREMENT PLAN
401k
Assets$29.9M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COTTRELL INC. GROUP LIFE AND HEALTH INSURANCE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives946
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COTTRELL, INC. 401(K) RETIREMENT PLAN | 401k | $29.9M | 745 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COTTRELL INC. GROUP LIFE AND HEALTH INSURANCE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.5M | 946 | 2025 |
Retirement plans
Welfare plans