PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. INTERCOASTAL MORTGAGE, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 52-1597440

INTERCOASTAL MORTGAGE, LLC

11911 FREEDOM DRIVE · RESTON, VA 20190
7039344334
Plans filed
3
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
602
No prior year
Total participants
474
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$1.6M
INTERCOASTAL MORTGAGE MEDICAL PLAN
Fully insured247 covered·1 carrier
Primary: GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Plan #501$135K
INTERCOASTAL MORTGAGE LIFE AND DISABILITY PLAN
Mixed142 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$17K
INTERCOASTAL MORTGAGE VISION PLAN
Fully insured213 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M30.7%
Dental$1.6M30.7%
Prescription drug$1.6M30.7%
Life$135K2.6%
Long-term disability$135K2.6%
Other$135K2.6%
Vision$17K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
EIN 530078070
HRxD
$1.6M91.4%11247
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$135K7.7%11142
EYEMED VISION CARE
EIN 430949844
V
$17K1.0%11213

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SILBERSTEIN INSURANCE GROUPBALTIMORE, MDTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, GROUP HOSPITALIZATION MEDICAL SERVICES, INC.$23K$64K$87K93.0%2
GCG FINANCIAL LLCRESTON, VATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$6K$6K7.0%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica