Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$102.0M
- PLAN AND TRUST (#001)$64.9M
Filings through .
Top hat
Coastal Federal Credit Union
EIN 56-0904243Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$166.9M assets
Health & Benefits
1
$633K premiums
Participants
2,083
PO BOX 58429 - RALEIGH, NC 276588429919-420-8000
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $166.9M assets / 1,462 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CUNA MUTUAL$102.0M
- (Not disclosed)$64.9M
Participants by plan
Active + retired + deferred vested
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
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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#002
COASTAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$102.0M
Participants759
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
COASTAL FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PENSION PLAN AND TRUST
Cash balance
Assets$64.9M
Participants703
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
COASTAL FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$633K
Covered lives961
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | COASTAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $102.0M | 759 | 2025 |
| #001 | COASTAL FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PENSION PLAN AND TRUST | Cash balance | $64.9M | 703 | 2025 |
- #002 · 401(k) · 2025759
- #001 · Cash balance · 2025703
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | COASTAL FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $633K | 961 | 2025 |
- #510 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 2025961
Retirement plans
Health & Benefits plans