Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$829K
- Prescription drug$829K
- Dental$121K
- Vision$121K
- Life$121K
- Other$121K
Sponsor portfolio
COAST SOUTHWEST, INC.
EIN 33-0105167Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$949K premiums
Participants
222
505 S MELROSE ST - PLACENTIA, CA 92870714-524-2777
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $949K premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- METROPOLITAN LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
83%top
- RSC INSURANCE BROKERAGE INC83%
- CENTERSTONE INSURANCE AND FINANCIAL11%
- SELMAN & COMPANY, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COAST SOUTHWEST, INC. SALARY SAVINGS PLAN
401k
Assets$11.1M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COAST SOUTHWEST INC BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$949K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COAST SOUTHWEST, INC. SALARY SAVINGS PLAN | 401k | $11.1M | 115 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COAST SOUTHWEST INC BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $949K | 212 | 2025 |
Retirement plans
Welfare plans