Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$174K
- Dental$162K
- Vision$162K
- Life$162K
- +1 more
Sponsor portfolio
COAST 2 COAST COACHING, INC. DBA ELEVO LEARNING
EIN 26-4615732Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$1.5M premiums
Participants
794
4666 CASS ST. #200 - SAN DIEGO, CA 92109323-484-2402
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 249 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CALIFORNIA PHYSICIANS SERVICE89%
- SUN LIFE ASSURANCE COMPANY OF CANADA11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
77%top
- ALLIANT INSURANCE SERVICES, INC.77%
- BROWN & BROWN INSURANCE SERVICES23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ELEVO 401(K) PLAN
401k
Assets$2.1M
Participants545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COAST 2 COAST COACHING, INC. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.5M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELEVO 401(K) PLAN | 401k | $2.1M | 545 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COAST 2 COAST COACHING, INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.5M | 249 | 2025 |
Retirement plans
Welfare plans