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  2. THE COATS COMPANY, LLC
Sponsor portfolio

THE COATS COMPANY, LLC

EIN 87-2939977-automotive-Latest filing 2025
Plans
3
Retirement
2
$32.4M assets
Welfare
1
$5.3M premiums
Participants
737
1601 J.P. HENNESSY DRIVE - LA VERGNE, TN 37086615-641-7533coatscompany.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001401k-$25.8M - 278 part#002401k-$6.6M - 135 part#501Fully Insured-$5.3M - 324 lives

Retirement portfolio analytics

2 plans aggregated / $32.4M assets / 413 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • COMPANY RETIREMENT Savings (#001)80%
  • UNION RETIREMENT Savings (#002)20%
Total $32.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT Savings (#001)278
  • UNION RETIREMENT Savings (#002)135
Total 413Click row to drill in

Benefits portfolio analytics

1 plan / $5.3M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Vision$4.8M
  • Other$437K
  • Life$428K
  • Short-term disability$428K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • HARTFORD LIFE AND ACCIDENT8%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $305K1 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

THE COATS COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$25.8M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE COATS COMPANY UNION RETIREMENT SAVINGS PLAN

401k

Assets$6.6M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE COATS COMPANY, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE COATS COMPANY RETIREMENT SAVINGS PLAN401k$25.8M2782024
002THE COATS COMPANY UNION RETIREMENT SAVINGS PLAN401k$6.6M1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE COATS COMPANY, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.3M3242025
Retirement plans
Welfare plans
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