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Sponsor portfolioTH

COASTAL FEDERAL CREDIT UNION

EIN 56-0904243-Latest filing 2025
Plans
3
Retirement
2
$149.3M assets
Welfare
1
$633K premiums
Participants
2,084
PO BOX 58429 - RALEIGH, NC 276588429919-420-8000
Plans on this EIN
3 filings
#002401k-$89.3M - 759 part#001CashBalance-$60.0M - 704 part#510Mixed-$633K - 961 lives

Retirement portfolio analytics

2 plans aggregated / $149.3M assets / 1,463 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN AND TRUST (#002)60%
  • PLAN AND TRUST (#001)40%
Total $149.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • CMFG LIFE INSURANCE COMPANY60%
  • (Not disclosed)40%
Total $149.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)759
  • PLAN AND TRUST (#001)704
Total 1,463Click row to drill in

Benefits portfolio analytics

1 plan / $633K premiums / 961 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$564K
  • Life$543K
  • Long-term disability$543K
  • Vision$69K
Total $633K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • RELIASTAR LIFE INSURANCE COMPANY86%
  • VISION SERVICE PLAN11%
  • ZURICH AMERICAN INSURANCE COMPANY3%
Total $633K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $86K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COASTAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$89.3M
Participants759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COASTAL FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$60.0M
Participants704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

COASTAL FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$633K
Covered lives961
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COASTAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$89.3M7592024
001COASTAL FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$60.0M7042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510COASTAL FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLANMixedRELIASTAR LIFE INSURANCE COMPANY$633K9612025
Retirement plans
Welfare plans
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