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Sponsor portfolio

COASTAL PACIFIC FOOD DISTRIBUTORS, INC.

EIN 62-1283873-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$39.4M assets
Welfare
1
$682K premiums
Participants
1,283
1015 PERFORMANCE DRIVE - STOCKTON, CA 95206209-983-2454cpfd.comLinkedIn501-1000 employeesfood & beverages
Plans on this EIN
2 filings
#002401k-$39.4M - 745 part#501Fully Insured-$682K - 734 lives

Benefits portfolio analytics

1 plan / $682K premiums / 734 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$463K
  • Life$321K
  • Short-term disability$321K
  • Long-term disability$321K
  • Health$163K
  • Prescription drug$163K
  • +2 more
Total $682K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA47%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • AMERITAS LIFE INSURANCE CORP.8%
  • AETNA LIFE INSURANCE COMPANY6%
Total $682K5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • USI INSURANCE SERVICES LLC57%
  • SHEALY BENEFITS SERVICES INC29%
  • NATIONAL ENROLLMENT PARTNERS LLC9%
  • CHRISTOPHER MICHAEL SHEALY5%
Total $69K4 slices

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 PACIFIC FOOD DISTRIBUTORS 401(K) PROFIT SHARING PLAN

401k

Assets$39.4M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COASTAL PACIFIC FOOD DISTRIBUTORS, INC. HEALTH & WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$682K
Covered lives734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COASTAL PACIFIC FOOD DISTRIBUTORS 401(K) PROFIT SHARING PLAN401k$39.4M7452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COASTAL PACIFIC FOOD DISTRIBUTORS, INC. HEALTH & WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$682K7342025
Retirement plans
Welfare plans
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