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Sponsor portfolioWelfare / HealthEIN 26-2255801

COTTONWOOD CAPITAL

1245 BRICKYARD ROAD · SALT LAKE CITY, UT 84106
8012780700
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$223K
No prior year
Persons covered
400
No prior year
Total participants
230
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$223K
COTTONWOOD CAPITAL PREMIUM ONLY PLAN
Mixed400 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$181K35.4%
Long-term disability$133K26.0%
Short-term disability$107K20.9%
Life$74K14.5%
Vision$16K3.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
STDLTDOth
$107K47.7%11316
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$74K33.2%11330
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$26K11.8%1112
EYEMED VISION CARE
EIN 430949844
V
$16K7.3%11400

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEVEN K. KNUDSONMURRAY, UTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$18K$67$18K50.7%1
MORETON & COMPANYDENVER, COEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA$8K$741$8K22.7%1
NOVO BENEFITS, LLCENGLEWOOD, COEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA$8K$0$8K20.7%1
BRADY MURRAYLEHI, UTMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$397$2K$2K5.7%1
VAN MICHAEL HESSLOS ANGELES, CAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$93$0$930.3%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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