Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cottingham And Butler Insurance Services, Inc. Profit Sharing & Savings Plan is a benefit plan reported by Cottingham And Butler Insurance Services, Inc. under EIN 42-0198040 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,500 participants and $185,168,351 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,168,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,168,351
- Net assets (BOY)
- $151,378,188
Income & contributions
- Employer contributions
- $5,796,927
- Participant contributions
- $7,430,483
- Total contributions
- $15,174,021
- Total income / additions
- $43,270,602
Expenses & distributions
- Benefits paid
- $9,437,961
- Administrative expenses
- $42,478
- Total expenses
- $9,480,439
- Net increase / (decrease)
- $33,790,163