Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$307K
- Other$307K
- Vision$299K
- Short-term disability$299K
- Long-term disability$299K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ProfitSharing
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN | ProfitSharing | $10.3M | 534 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COASTAL FAMILY HEALTH CENTER, INC. WRAP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $307K | 265 | 2024 |