· 2022–2024 · DOL EFAST2

COASTAL INSURANCE GROUP, INC. — COASTAL INSURANCE GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20260107092116NAL0002978659001

COASTAL INSURANCE GROUP, INC.

Form 5500-SF

FILING_RECEIVED

COASTAL INSURANCE GROUP, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

13

Accounts w/ balance

0

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

6

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL INSURANCE GROUP, INC..

Plan sponsor

Name

COASTAL INSURANCE GROUP, INC.

EIN

59-1950691all filings

Address

150 WESTWARD DRIVE · MIAMI SPRINGS, FL · 331665258

Phone

(305) 887-5999

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

COASTAL INSURANCE GROUP, INC.

EIN

59-1950691

City

MIAMI SPRINGS, FL

Phone

(305) 887-5999

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-01-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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