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Sponsor portfolio

COASTAL CLOUD

EIN 61-1706373-Latest filing 2025
Plans
2
Retirement
1
$40.9M assets
Welfare
1
$6.8M premiums
Participants
1,118
1 HAMMOCK BEACH PKWY STE 200 - PALM COAST, FL 321370304800-237-9574
Plans on this EIN
2 filings
#001401k-$40.9M - 597 part#501Fully Insured-$6.8M - 1,144 lives

Benefits portfolio analytics

1 plan / $6.8M premiums / 1,144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Dental$6.3M
  • Vision$6.3M
  • Other$466K
  • Life$442K
  • Short-term disability$442K
  • +1 more
Total $6.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • FIRST STOP HEALTH0%
Total $6.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MFB FINANCIAL INC100%
Total $453K1 slice

Plan deep-dives

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

COASTAL CLOUD 401(K) PLAN

401k

Assets$40.9M
Participants597
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COASTAL CLOUD EMPLOYEE HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.8M
Covered lives1,144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COASTAL CLOUD 401(K) PLAN401k$40.9M5972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COASTAL CLOUD EMPLOYEE HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.8M1,1442025
Retirement plans
Welfare plans
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