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Sponsor portfolio

ONECOAST, LLC

EIN 27-1216421-wholesale-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$1.3M premiums
Participants
148
40 JOHN PORTMAN BLVD STE 1800 - ATLANTA, GA 30303872-265-9002onecoast.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$5.9M - 148 part#501Fully Insured-$1.3M - 103 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$1.2M
  • Vision$1.2M
  • Life$24K
  • Long-term disability$22K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • UPMC HEALTH OPTIONS6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $56K1 slice

Plan deep-dives

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

ONECOAST 401(K) PLAN

401k

Assets$5.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ONECOAST, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONECOAST 401(K) PLAN401k$5.9M1482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ONECOAST, LLC EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1032025
Retirement plans
Welfare plans
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