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Sponsor portfolio

COASTAL PEDIATRIC ASSOCIATES

EIN 20-8329907-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$866K premiums
Participants
206
2051 CHARLIE HALL BOULEVARD - CHARLESTON, SC 29414843-737-9499cpakids.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$6.1M - 206 part#502Fully Insured-$866K - 217 lives

Benefits portfolio analytics

1 plan / $866K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$866K
  • Health$850K
  • Dental$850K
  • Vision$850K
  • Life$850K
  • Short-term disability$850K
  • +2 more
Total $866K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • AFLAC2%
  • MDLIVE0%
Total $866K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • AMANDA L HARVEY1%
  • ALH BENEFITS LLC1%
  • KRISTIN SWISHER-MCFADDEN1%
  • ISOLDA ALICIA BLACKWELL0%
  • +2 more
Total $53K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN

401k

Assets$6.1M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COASTAL PEDIATRIC ASSOCIATES WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$866K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN401k$6.1M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COASTAL PEDIATRIC ASSOCIATES WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$866K2172025
Retirement plans
Welfare plans
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