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  2. VENTURA COASTAL, LLC
Sponsor portfolio

VENTURA COASTAL, LLC

EIN 80-0776276-food production-Latest filing 2025
Plans
3
Retirement
2
$19.4M assets
Welfare
1
$2.7M premiums
Participants
651
2325 VISTA DEL MAR DRIVE - VENTURA, CA 93001805-653-7063venturacoastal.comLinkedIn201-500 employeesfood production
Plans on this EIN
3 filings
#002401k-$17.3M - 278 part#001401k-$2.1M - 120 part#501Mixed-$2.7M - 428 lives

Retirement portfolio analytics

2 plans aggregated / $19.4M assets / 398 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • LLC. 401(K) Savings (#002)89%
  • FOR HOURLY EE (#001)11%
Total $19.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC. 401(K) Savings (#002)278
  • FOR HOURLY EE (#001)120
Total 398Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Life$172K
  • Long-term disability$172K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CALIFORNIA PHYSICIANS SERVICE94%
  • HARTFORD LIFE AND ACCIDENT6%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $175K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VENTURA COASTAL, LLC. 401(K) SAVINGS PLAN

401k

Assets$17.3M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE

401k

Assets$2.1M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VENTURA COASTAL, LLC HEALTH AND WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.7M
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VENTURA COASTAL, LLC. 401(K) SAVINGS PLAN401k$17.3M2782024
001VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE401k$2.1M1202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VENTURA COASTAL, LLC HEALTH AND WELFARE PLANMixedCALIFORNIA PHYSICIANS SERVICE$2.7M4282025
Retirement plans
Welfare plans
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