Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$700K
- Vision$700K
- Short-term disability$17K
- Long-term disability$8K
- Life$3K
- Other$3K
Sponsor portfolio
COASTAL BEND WELLNESS FOUNDATION
EIN 74-2429518health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$728K premiums
Participants
199
2882 HOLLY RD - CORPUS CHRISTI, TX 78415361-814-2001cbwellness.orgLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $728K premiums / 202 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
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 BEND WELLNESS FOUNDATION 401(K) P/S PLAN
401k
Assets$4.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COASTAL BEND WELLNESS FOUNDATION WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$728K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COASTAL BEND WELLNESS FOUNDATION 401(K) P/S PLAN | 401k | $4.2M | 101 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COASTAL BEND WELLNESS FOUNDATION WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $728K | 202 | 2025 |
Retirement plans
Welfare plans