Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$639K
- Prescription drug$639K
- Dental$371K
- Vision$371K
- Life$371K
- Short-term disability$371K
- +2 more
Sponsor portfolio
COASTAL STATES BANK
EIN 03-0546702oil & energyLatest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.0M premiums
Participants
414
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 196 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
- SUN LIFE ASSURANCE COMPANY OF CANADA37%
Broker market share
Schedule A broker compensation
51%top
- HUB INTERNATIONAL MIDWEST LIMITED51%
- ENROLLEASE49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#101
COASTAL STATES BANK 401(K) PLAN
401k
Assets$18.1M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COASTAL STATES BANK EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 101 | COASTAL STATES BANK 401(K) PLAN | 401k | $18.1M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COASTAL STATES BANK EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.0M | 196 | 2025 |
Retirement plans
Welfare plans