· 2022–2024 · DOL EFAST2

COASTAL TRUCKING INSURANCE, LLC — COASTAL TRUCKING INSURANCE, LLC CASH BALANCE PLAN, Form 5500 (2023)

Original filing (PDF)20250422125456NAL0002823395001

COASTAL TRUCKING INSURANCE, LLC

Form 5500-SF

FILING_RECEIVED

COASTAL TRUCKING INSURANCE, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 5.2 mo

Active participants

7

Accounts w/ balance

—

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

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 50% of scoring inputs for this filing.

Compliance & integrity

79

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Filed 5.2 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

COASTAL TRUCKING INSURANCE, LLC

EIN

81-2841185all filings

Address

59 LEGACY COURT · DELRAY BEACH, FL · 33445

Phone

(888) 453-3334

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BRIAN RUIZ, SOLE PROP. DBA BRIAN RUIZ INSURANCE

BRIAN RUIZ INSURANCE 401(K) PLAN

$293K · 3 participants

ROBERT O FLOYD, JR

THE FLOYD GROUP 401(K) PROFIT SHARING PLAN

$293K · 6 participants

BARRETT BENEFITS GROUP

BBG, INC. 401(K) PLAN

$293K · 30 participants

PARENTI & ASSOCIATES INSURANCE BROKERS DBA RED CEDAR INSURANCE AGENCY

RED CEDAR AGENCY 401(K) PLAN

$293K · 4 participants

WESTERN STATES INSURANCE GROUP, INC.

WESTERN STATES INSURANCE GROUP, INC. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.