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Sponsor portfolioTH

COASTAL COMMUNITY BANK

EIN 91-1811848-Latest filing 2025
Plans
2
Retirement
1
$45.4M assets
Welfare
1
$454K premiums
Participants
1,038
5415 EVERGREEN WAY - EVERETT, WA 98203425-357-3695
Plans on this EIN
2 filings
#001ESOP-$45.4M - 572 part#506Mixed-$454K - 466 lives

Benefits portfolio analytics

1 plan / $454K premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$393K
  • Life$325K
  • Short-term disability$272K
  • Long-term disability$272K
  • Vision$48K
  • Health$12K
Total $454K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY60%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN11%
  • ARAG INSURANCE COMPANY3%
  • +1 more
Total $454K6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ALLIANT INSURANCE SERVICES, INC.91%
  • AMERICAN BNFTS & COMP SYS INC9%
Total $46K2 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

COASTAL COMMUNITY BANK 401(K) PLAN

ESOP

Assets$45.4M
Participants572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

COASTAL COMMUNITY BANK HEALTH AND WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$454K
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COASTAL COMMUNITY BANK 401(K) PLANESOP$45.4M5722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506COASTAL COMMUNITY BANK HEALTH AND WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$454K4662025
Retirement plans
Welfare plans
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