Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Prescription drug$1.6M
- Life$135K
- Long-term disability$135K
- Other$135K
- +1 more
Filings through .
Intercoastal Mortgage, LLC
EIN 52-1597440financial servicesLatest filing 2025
Plans
4
Retirement
1
$17.3M assets
Health & Benefits
3
$1.8M premiums
Participants
675
11911 FREEDOM DRIVE, SUITE 500 - RESTON, VA 20190703-934-4334intercoastalmortgage.comLinkedIn51-200 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.8M premiums / 602 covered lives
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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
INTERCOASTAL MORTGAGE 401(K) PLAN
401(k)
Assets$17.3M
Participants201
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
INTERCOASTAL MORTGAGE MEDICAL PLAN
Fully insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$1.6M
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
INTERCOASTAL MORTGAGE LIFE AND DISABILITY PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$135K
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
INTERCOASTAL MORTGAGE VISION PLAN
Fully insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Premiums$17K
Covered lives213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INTERCOASTAL MORTGAGE 401(K) PLAN | 401(k) | $17.3M | 201 | 2025 |
- #001 · 401(k) · 2025201
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | INTERCOASTAL MORTGAGE MEDICAL PLAN | Fully insured | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $1.6M | 247 | 2025 |
| #501 | INTERCOASTAL MORTGAGE LIFE AND DISABILITY PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $135K | 142 | 2025 |
| #503 | INTERCOASTAL MORTGAGE VISION PLAN | Fully insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $17K | 213 | 2025 |
- #502 · Fully insured · GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · 2025247
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025142
- #503 · Fully insured · EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO · 2025213
Retirement plans
Health & Benefits plans