Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Other$246K
- Dental$227K
- Vision$227K
- Life$227K
- Short-term disability$227K
- +1 more
Sponsor portfolio
CAL-COAST MACHINERY, INC.
EIN 95-3058711machineryLatest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$1.7M premiums
Participants
298
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY14%
- AFLAC1%
Broker market share
Schedule A broker compensation
75%top
- HUB INTERNATIONAL MIDWEST LIMITED75%
- REUBEN WARNER ASSOCIATES, INC.20%
- FMLASOURCE INC2%
- TERRY L. IAVICOLI1%
- CHRISTINE JENNINGS AND OTHER AGENTS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$13.0M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAL-COAST MACHINERY, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.7M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN | 401k | $13.0M | 177 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAL-COAST MACHINERY, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.7M | 210 | 2025 |
Retirement plans
Welfare plans