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Sponsor portfolioWelfare / HealthEIN 26-1367228

COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC

2100 W. WALNUT HILL LANE STE 300 · IRVING, TX 75038
9727530822
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$291K
No prior year
Persons covered
905
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$291K
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC WRAP PLAN
Mixed905 covered·5 carriers
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$191K27.6%
Life$169K24.4%
Stop-loss$104K15.0%
Dental$88K12.6%
Short-term disability$65K9.3%
Long-term disability$65K9.3%
Vision$12K1.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
VLSLOth
$117K40.0%12905
BLUE CROSS OF CALIFORNIA
EIN 361236610
D
$88K30.1%11474
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LSTDLTDOth
$65K22.2%11444
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$20K7.0%11270
UNITED STATES FIRE INSURANCE COMPANY
EIN 222868548
Oth
$2K0.6%11204

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXUNUM LIFE INSURANCE COMPANY OF AMERICA, DEARBORN LIFE INSURANCE COMPANY, HEALTH CARE SERVICE CORPORATION, CRUM & FORSTER, FIDELITY SECURITY LIFE INSURANCE COMPANY$42K$4K$46K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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