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COASTLIFE CREDIT UNION

EIN 74-1505143-banking-Latest filing 2025
Plans
5
Retirement
1
$16.7M assets
Welfare
4
$682K premiums
Participants
448
6810 SARATOGA BOULEVARD - CORPUS CHRISTI, TX 78414361-985-6810coastlifecu.comLinkedIn51-200 employeesbanking
Plans on this EIN
5 filings
#003TraditionalDB-$16.7M - 52 part#503Fully Insured-$638K - 106 lives#501Fully Insured-$20K - 117 lives#502Fully Insured-$17K - 117 lives#504Fully Insured-$8K - 139 lives

Benefits portfolio analytics

4 plans / $682K premiums / 479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$597K
  • Prescription drug$597K
  • Dental$41K
  • Life$20K
  • Other$20K
  • Long-term disability$17K
  • +1 more
Total $682K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE1%
Total $682K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $44K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COASTLIFE CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$16.7M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COASTLIFE CREDIT UNION MEDICAL AND DENTAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$638K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

COASTLIFE CREDIT UNION LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$20K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COASTLIFE CREDIT UNION LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$17K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

COASTLIFE CREDIT UNION VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$8K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COASTLIFE CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$16.7M522024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COASTLIFE CREDIT UNION MEDICAL AND DENTAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$638K1062025
501COASTLIFE CREDIT UNION LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$20K1172025
502COASTLIFE CREDIT UNION LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$17K1172025
504COASTLIFE CREDIT UNION VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$8K1392025
Retirement plans
Welfare plans
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