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COE DISTRIBUTING

EIN 27-1572756-furniture-Latest filing 2025
Plans
4
Retirement
3
$14.7M assets
Welfare
1
$956K premiums
Participants
509
1020 FRANKLIN DRIVE, SUITE 5 - SMOCK, PA 15480800-388-8202coedistributing.comLinkedIn201-500 employeesfurniture
Plans on this EIN
4 filings
#001401k-$7.7M - 140 part#003ESOP-$4.2M - 122 part#002CashBalance-$2.8M - 130 part#501Fully Insured-$956K - 144 lives

Retirement portfolio analytics

3 plans aggregated / $14.7M assets / 392 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#001)53%
  • EMPLOYEE STOCK OWNERSHIP (#003)29%
  • CASH BALANCE PENSION (#002)19%
Total $14.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)140
  • CASH BALANCE PENSION (#002)130
  • EMPLOYEE STOCK OWNERSHIP (#003)122
Total 392Click row to drill in

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
Total $956K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $956K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $40K1 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

COE DISTRIBUTING 401(K) PROFIT SHARING PLAN

401k

Assets$7.7M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COE DISTRIBUTING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.2M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COE DISTRIBUTING CASH BALANCE PENSION PLAN

CashBalance

Assets$2.8M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JMJS INC. DBA COE DISTRIBUTING LIFE AND AD&D PLAN

Fully Insured - HIGHMARK, INC.

Premiums$956K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001COE DISTRIBUTING 401(K) PROFIT SHARING PLAN401k$7.7M1402024
003COE DISTRIBUTING EMPLOYEE STOCK OWNERSHIP PLANESOP$4.2M1222024
002COE DISTRIBUTING CASH BALANCE PENSION PLANCashBalance$2.8M1302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JMJS INC. DBA COE DISTRIBUTING LIFE AND AD&D PLANFully InsuredHIGHMARK, INC.$956K1442025
Retirement plans
Welfare plans
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