Form 5500 · Employee benefit plan · SALT LAKE CITY, UT
COTTONWOOD CAPITAL
Public Form 5500 records show how COTTONWOOD CAPITAL (SALT LAKE CITY, UT) structures its employee benefits. Its broker of record is STEVEN K. KNUDSON. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2255801 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 240 | December | $6,540 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 245 | December | $2,976 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 12 | December | $903 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 305 | December | $0 |
Questions
Who is COTTONWOOD CAPITAL's benefits broker?
Per its most recent Form 5500 Schedule A, COTTONWOOD CAPITAL's broker of record is STEVEN K. KNUDSON.
What insurance carrier does COTTONWOOD CAPITAL use?
COTTONWOOD CAPITAL's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does COTTONWOOD CAPITAL's group plan renew?
The most recent Schedule A policy period for COTTONWOOD CAPITAL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COTTONWOOD CAPITAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.