# Cottingham & Butler Insurance Service INC. 401(k) Plan
Source: https://planprovider.pro/companies/cottingham-butler-insurance-service-inc-420198040-501

> Cottingham & Butler Insurance Service INC.'s 401(k) plan: 1,971 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cottingham & Butler Insurance Service INC.

- **Sponsor EIN:** 420198040

- **Sponsor Address:** 800 MAIN STREET, DUBUQUE, IA, 52001

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,971

- **Total Assets:** $2.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,971|$2.2M|$7.7M|$3.6M|

| 2023|924|$2.4M|$7.2M|$3.1M|

| 2022|793|$2.1M|$6.3M|$2.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WELLMARK|Recordkeeper|$584,162|—|$584,162|

| BUTLER HEALTHCORP INC|Other Service Provider|$265,391|—|$265,391|

| TELADOC HEALTH|Other Service Provider|$112,485|—|$112,485|

| SELF INSURED SERVICES COMPANY|Other Service Provider|$63,470|—|$63,470|

| OPTUMRX|Other Service Provider|$25,085|—|$25,085|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,050,593

- **Estimated Expense Ratio:** 47.957% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$785,202|—|—|—|—|

| 2023|$691,232|—|—|—|—|

| 2022|$394,492|—|—|—|—|

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