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Sponsor portfolio

COASTAL COMMUNITY ACTION, INC.

EIN 56-6075606-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$192K premiums
Participants
225
PO BOX 729 - NEWPORT, NC 285700729252-223-1632coastalca.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$5.4M - 114 part#515Mixed-$192K - 132 lives

Benefits portfolio analytics

1 plan / $192K premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • Other$121K
  • Dental$61K
  • Vision$9K
Total $192K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY63%
  • METROPOLITAN LIFE INSURANCE COMPANY32%
  • COMMUNITY EYE CARE5%
Total $192K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • MARSH & MCLENNAN AGENCY LLC55%
  • THE CASON GROUP INC44%
  • WATCHTOWER BENEFITS, LLC0%
Total $37K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EMPLOYEE BENEFIT PLAN OF COASTAL COMMUNITY ACTION, INC.

401k

Assets$5.4M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

COASTAL COMMUNITY ACTION, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$192K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEE BENEFIT PLAN OF COASTAL COMMUNITY ACTION, INC.401k$5.4M1142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515COASTAL COMMUNITY ACTION, INC. HEALTH AND WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$192K1322025
Retirement plans
Welfare plans
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