Plan Snapshot
- Plan Sponsor: Coastal Energy Corporation
- Sponsor EIN: 431243469
- Sponsor Address: P.O. BOX 218, WILLOW SPRINGS, MO, 65793
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 98
- Total Assets: $113,288
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $113,288 | $1.2M | $59,823 |
| 2023 | 109 | $45,854 | $1.9M | $213,637 |
| 2022 | 118 | $0 | $1.0M | $214,189 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ENTRUST, LLC DBA 90 DEGREE BENEFITS | Recordkeeper | $93,050 | — | $93,050 |
| MEDICAL HELPLINE, LLC | Other Service Provider | $14,234 | — | $14,234 |
| FIRST HEALTH | Other Service Provider | — | $7,050 | $7,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,334
- Estimated Expense Ratio: 100.923% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $93,050 | — | $93,050 | — | — |
| 2023 | $102,481 | — | $102,481 | — | — |
| 2022 | $96,455 | — | — | — | — |