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Sponsor portfolioTH

COASTHILLS FEDERAL CREDIT UNION

EIN 95-2015359-financial services-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$4.0M premiums
Participants
648
1075 EAST BETTERAVIA ROAD - SANTA MARIA, CA 93454800-262-4488coasthills.coopLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$26.2M - 362 part#506Mixed-$4.0M - 310 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$146K
  • Life$140K
  • Long-term disability$140K
  • Vision$33K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • ANTHEM LIFE INSURANCE COMPANY96%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $200K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COASTHILLS CREDIT UNION 401(K) AND PROFIT SHARING PLAN

401k

Assets$26.2M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

COASTHILLS FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$4.0M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COASTHILLS CREDIT UNION 401(K) AND PROFIT SHARING PLAN401k$26.2M3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506COASTHILLS FEDERAL CREDIT UNION HEALTH AND WELFARE PLANMixedANTHEM BLUE CROSS$4.0M3102025
Retirement plans
Welfare plans
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