Assets by plan
Share of aggregate retirement assets
Filings through .
Coe Distributing, Inc.
EIN 27-1572756furnitureLatest filing 2025
Plans
4
Retirement
3
$16.1M assets
Health & Benefits
1
$956K premiums
Participants
381
1020 FRANKLIN DRIVE, SUITE 5 - SMOCK, PA 15480724-437-8202coedistributing.comLinkedIn201-500 employeesfurniture
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $16.1M assets / 264 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $956K premiums / 144 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$935K
- Health$904K
- Dental$904K
- Vision$904K
- Life$32K
- Short-term disability$21K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COE DISTRIBUTING 401(K) PROFIT SHARING PLAN
401(k)
Assets$12.0M
Participants140
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
COE DISTRIBUTING EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.0M
Participants123
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COE DISTRIBUTING CASH BALANCE PENSION PLAN
Cash balance
Assets$94K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JMJS INC. DBA COE DISTRIBUTING LIFE AND AD&D PLAN
Fully insured - HIGHMARK, INC.
Premiums$956K
Covered lives144
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COE DISTRIBUTING 401(K) PROFIT SHARING PLAN | 401(k) | $12.0M | 140 | 2025 |
| #003 | COE DISTRIBUTING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 123 | 2025 |
| #002 | COE DISTRIBUTING CASH BALANCE PENSION PLAN | Cash balance | $94K | 1 | 2025 |
- #001 · 401(k) · 2025140
- #003 · ESOP · 2025123
- #002 · Cash balance · 20251
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JMJS INC. DBA COE DISTRIBUTING LIFE AND AD&D PLAN | Fully insured | HIGHMARK, INC. | $956K | 144 | 2025 |
- #501 · Fully insured · HIGHMARK, INC. · 2025144
Retirement plans
Health & Benefits plans