# COSTA SOLUTIONS, LLC HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **COSTA SOLUTIONS, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | COSTA SOLUTIONS, LLC |
| EIN | 271406063 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SAN ANTONIO, TX |
| Industry | warehousing |
| Funding | fully insured |
| Total premiums | $308K |
| Participants | 503 |
| Persons covered | 482 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health, Indemnity, Dental |
| LINCOLN FINANCIAL GROUP | STD, Life, Other, LTD |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| RISK SERVICES OF LOUISIANA INC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| THE FRANCIS GROUP LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHARLES DON SCHAEF | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RISK SERVICES OF LOUISIANA INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WHITNEY FRANCIS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DEBRA KAY GAPP | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KAYLA WALL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| EDGAR IVAN MUNOZ LUNA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MONICA GABRIELA SERVIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SHANNON MARIE BALDWIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GINA LEIGH SCHAEF | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PAULA GAIL NEAL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MELISSA LYNN FRINK | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SONYA ANN LENIHAN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ERIK VILLARREAL GONZALEZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RISK SERVICES OF LOUISIANA INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| LEAVITT GROUP | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/271406063-501
- Cite as: PlanOptica, https://planoptica.com/welfare/271406063-501
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