PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COATES FIELD SERVICE, INC.
Sponsor portfolio

COATES FIELD SERVICE, INC.

EIN 73-0574212-real estate-Latest filing 2025
Plans
2
Retirement
1
$15.1M assets
Welfare
1
$138K premiums
Participants
493
PO BOX 25277 - OKLAHOMA CITY, OK 73125405-528-5676coatesfs.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$15.1M - 302 part#502Mixed-$138K - 198 lives

Benefits portfolio analytics

1 plan / $138K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$138K
  • Short-term disability$138K
  • Long-term disability$138K
  • Other$138K
Total $138K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $138K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COLE PAINE & CARLIN INSURANCE AGENC100%
Total $21K1 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

COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN

401k

Assets$15.1M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COATES FIELD SERVICE INC CAFETERIA BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$138K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN401k$15.1M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COATES FIELD SERVICE INC CAFETERIA BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$138K1982025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica