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Form 5500 · Employee benefit plan · BELLOWS FALLS, VT

COTA & COTA, INC.

COTA & COTA, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE RICHARDS GROUP. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0222454 · plan 501 · as of Jul 2026

Participants
105
Carriers on file
3
Disclosed commissions
$16,167
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability109August$10,745
DELTA DENTAL PLAN OF VERMONT, INC.Dental117August$4,523
VISION SERVICE PLANVision87August$899

Questions

Who is COTA & COTA, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, COTA & COTA, INC.'s broker of record is THE RICHARDS GROUP.

What insurance carrier does COTA & COTA, INC. use?

COTA & COTA, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does COTA & COTA, INC.'s group plan renew?

The most recent Schedule A policy period for COTA & COTA, INC. ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COTA & COTA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.