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
Sponsor portfolio
INTERCOASTAL MORTGAGE, LLC
EIN 52-1597440financial servicesLatest filing 2025
Plans
4
Retirement
1
$17.3M assets
Welfare
3
$1.8M premiums
Participants
675
11911 FREEDOM DRIVE, SUITE 500 - RESTON, VA 20190703-934-4334intercoastalmortgage.comLinkedIn51-200 employeesfinancial services
Benefits portfolio analytics
3 plans / $1.8M premiums / 602 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- GROUP HOSPITALIZATION MEDICAL SERVICES, INC.91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
93%top
- SILBERSTEIN INSURANCE GROUP93%
- GCG FINANCIAL LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTERCOASTAL MORTGAGE 401(K) PLAN
401k
Assets$17.3M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
INTERCOASTAL MORTGAGE MEDICAL PLAN
Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$1.6M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
INTERCOASTAL MORTGAGE LIFE AND DISABILITY PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$135K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
INTERCOASTAL MORTGAGE VISION PLAN
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Premiums$17K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERCOASTAL MORTGAGE 401(K) PLAN | 401k | $17.3M | 201 | 2025 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans