Cottingham & Butler Insurance Service Inc. Self-Funded Employee Health Benefit Plan — Form 5500 plan (Cottingham & Butler Insurance Service Inc.)
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 & Butler Insurance Service Inc. Self-Funded Employee Health Benefit Plan is a benefit plan reported by Cottingham & Butler Insurance Service Inc. under EIN 42-0198040 and plan number 501. The latest loaded filing year is 2023. The filing reports 864 participants and $2,406,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cottingham & Butler Insurance Service Inc.
- EIN
- 42-0198040
- Plan number
- 501
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 864
- End-of-year plan assets
- $2,406,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 864 | H, C | 20250411102334NAL0026057761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,406,698
- Total liabilities (EOY)
- $676,647
- Net assets (EOY)
- $1,730,051
- Net assets (BOY)
- $133,895
Income & contributions
- Employer contributions
- $7,169,981
- Participant contributions
- $3,065,983
- Total contributions
- $10,286,878
- Total income / additions
- $10,358,195
Expenses & distributions
- Benefits paid
- $8,070,807
- Administrative expenses
- $691,232
- Total expenses
- $8,762,039
- Net increase / (decrease)
- $1,596,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark | TPA | $587,845 | not reported in the loaded dataset | 2023 |
| Butler Healthcorp Inc | DIVISION OF EMPLOYER | $243,036 | not reported in the loaded dataset | 2023 |
| Teladoc Health | TELEMEDICINE PROVIDER | $97,613 | not reported in the loaded dataset | 2023 |
| Self Insured Services Company | DIVISION OF EMPLOYER | $57,163 | not reported in the loaded dataset | 2023 |
| Optumrx | PBM | $19,754 | not reported in the loaded dataset | 2023 |
| Cigna(Connecticut General Life) | PPO NETWORK | $3,989 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cottingham & Butler Insurance Service Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Dubuque, IA
- Wellmark — Schedule C compensation
- Butler Healthcorp Inc — Schedule C compensation
- Teladoc Health — Schedule C compensation
- Self Insured Services Company — Schedule C compensation
- Optumrx — Schedule C compensation
- Cigna(Connecticut General Life) — Schedule C compensation