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Sponsor portfolio

COATES US INC

EIN 82-2706686-Latest filing 2025
Plans
3
Retirement
1
$6.2M assets
Welfare
2
$1.6M premiums
Participants
379
112 NORTH MAY STREET - CHICAGO, IL 60607312-420-2380
Plans on this EIN
3 filings
#001401k-$6.2M - 175 part#501Fully Insured-$1.4M - 182 lives#502Mixed-$112K - 127 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Life$112K
  • Short-term disability$112K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • HUB INTERNATIONAL MIDWEST LIMITED3%
Total $86K2 slices

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 US INC 401(K) AND PROFIT SHARING PLAN

401k

Assets$6.2M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COATES US MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.4M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COATES US ANCILLARY PLAN

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$112K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COATES US INC 401(K) AND PROFIT SHARING PLAN401k$6.2M1752024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COATES US MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.4M1822025
502COATES US ANCILLARY PLANMixedDEARBORN LIFE INSURANCE COMPANY$112K1272025
Retirement plans
Welfare plans
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