Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
2 plans aggregated / $83.9M assets / 380 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
6 plans / $6.0M premiums / 894 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Fully insured - ACE AMERICAN INSURANCE COMPANY
Fully insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TAX DEFERRED INVESTMENT PROGRAM FOR EMPLOYEES OF COTTON INCORPORATED | 401(k) | $45.2M | 173 | 2025 |
| #001 | COTTON INCORPORATED PENSION PLAN | Traditional DB | $38.8M | 207 | 2025 |
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | COTTON INCORPORATED EMPLOYEE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 224 | 2025 |
| #501 | COTTON, INC. GROUP HEALTH PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.7M | 311 | 2024 |
| #502 | COTTON, INC. GROUP LIFE AND DISABILITY PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $186K | 147 | 2024 |
| #503 | COTTON, INC. GROUP ACCIDENTAL DEATH & DISMEMBERMENT & TRAVEL ACCIDENT | Fully insured | ACE AMERICAN INSURANCE COMPANY | $18K | 129 | 2024 |
| #506 | COTTON, INC. GROUP VISION PLAN | Fully insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $10K | 83 | 2024 |
| #505 | COTTON, INC. SALARY CONTINUANCE PLAN | Self-funded | - | $0 | 0 | 2024 |