What public Form 5500 filings show about the Cottingham and Butler Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
Cottingham and Butler Insurance Services, Inc. (EIN 42-0198040) reports COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN on its most recent Form 5500, with $213.9M in plan assets across 1,316 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cottingham and Butler Insurance Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cottingham and Butler Insurance Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPTUMRX, SELF INSURED SERVICES, TELADOC HEALTH, BUTLER HEALTHCORP, WELLMARK.
