PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Coaction Specialty Management Company
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Coaction Specialty Management Company

EIN 13-2511244-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$85.0M assets
Health & Benefits
1
$316K premiums
Participants
1,053
412 MT KEMBLE AVENUE, SUITE 300C - MORRISTOWN, NJ 07960973-532-1454
Plans on this EIN
2 filings
#004401(k)-$85.0M - 634 part#502Mixed-$316K - 419 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $316K premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$316K
  • Long-term disability$316K
  • Other$316K
Total $316K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

COACTION SPECIALTY INSURANCE 401(K) PLAN

401(k)

Assets$85.0M
Participants634
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

COACTION GLOBAL EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$316K
Covered lives419
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004COACTION SPECIALTY INSURANCE 401(K) PLAN401(k)$85.0M6342025
  • COACTION SPECIALTY INSURANCE 401(K) PLAN$85.0M
    #004 · 401(k) · 2025634

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502COACTION GLOBAL EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$316K4192025
  • COACTION GLOBAL EMPLOYEE BENEFIT PLAN$316K
    #502 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025419
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica