Form 5500 · Employee benefit plan · IRVING, TX
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HIGGINBOTHAM INSURANCE AGENCY. Coverage is written through FIDELITY SECURITY LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1367228 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Life, Stop-loss | 204 | June | $15,787 |
| DEARBORN LIFE INSURANCE COMPANY | Life, Disability | 444 | June | $9,116 |
| HEALTH CARE SERVICE CORPORATION | Dental | 474 | June | $8,925 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 270 | June | $6,724 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 905 | June | $1,493 |
| CRUM & FORSTER | — | 204 | June | $340 |
Questions
Who is COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC's broker of record is HIGGINBOTHAM INSURANCE AGENCY.
What insurance carrier does COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC use?
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC's benefit plan is written through FIDELITY SECURITY LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.