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Sponsor portfolio

COASTLINE ELDERLY SERVICES, INC

EIN 04-2622121-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$8.2M assets
Welfare
1
$1.3M premiums
Participants
388
863 BELLEVILLE AVENUE - NEW BEDFORD, MA 02745508-999-6400coastlinenb.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#004403b-$6.6M - 211 part#003403b-$1.5M - 51 part#501Fully Insured-$1.3M - 162 lives

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 262 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • COASTLINE EMPLOYEES 403(B) (#004)81%
  • SERVICES, INC. 403(B) (#003)19%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COASTLINE EMPLOYEES 403(B) (#004)211
  • SERVICES, INC. 403(B) (#003)51
Total 262Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Prescription drug$1.2M
  • Life$77K
  • Other$77K
  • Long-term disability$65K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • HARTFORD LIFE AND ACCIDENT5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • UNKNOWN74%
  • INDIGO INSURANCE SERVICES10%
  • THE BALDWIN GROUP WEST LLC7%
  • JOHN LEE CHARRETTE4%
  • NFP INSURANCE SERVICES INC4%
  • +1 more
Total $43K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

COASTLINE EMPLOYEES 403(B) PLAN

403b

Assets$6.6M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COASTLINE ELDERLY SERVICES, INC. 403(B) PLAN

403b

Assets$1.5M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COASTLINE ELDERLY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.3M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004COASTLINE EMPLOYEES 403(B) PLAN403b$6.6M2112025
003COASTLINE ELDERLY SERVICES, INC. 403(B) PLAN403b$1.5M512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COASTLINE ELDERLY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.3M1622025
Retirement plans
Welfare plans
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