Plan Ledger DOL Form 5500 · updated monthly

Cottonwood Capitalbenefits

Cottonwood Capital Premium Only Plan · SALT LAKE CITY, UT · plan year 2025

Broker compensation reported · 2025
$36,445

Cottonwood Capital's benefits plans covered 230 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $36,445 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $158 per covered person, below the median for employer plans that report broker pay. Brokers were paid 3.4x the $10,621 reported for 2024.

Insurance contracts · 20254
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 12 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 330 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · std ltdpremiums n/a · 316 covered
Brokers & agents paid · 20255
NOVO BENEFITS, LLC$7,527
MORETON & COMPANY$8,268 · incl $741 fees
STEVEN K. KNUDSON$18,479 · incl $67 fees
BRADY MURRAY$2,078 · incl $1,681 fees
Individual agent · names withheld$93

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Novo Benefits, LLC5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262255801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.