Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Life$216K
- Short-term disability$216K
- Long-term disability$216K
- Other$216K
- Dental$215K
- +1 more
Sponsor portfolioTH
COASTAL1 CREDIT UNION
EIN 05-0197075bankingLatest filing 2025
Plans
2
Retirement
1
$47.3M assets
Welfare
1
$5.7M premiums
Participants
636
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 555 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COASTAL1 CREDIT UNION 401(K) PLAN
401k
Assets$47.3M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COASTAL1 CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$5.7M
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COASTAL1 CREDIT UNION 401(K) PLAN | 401k | $47.3M | 358 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COASTAL1 CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $5.7M | 555 | 2025 |
Retirement plans
Welfare plans