# Coastal Energy Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/coastal-energy-corporation-431243469-505

> Coastal Energy Corporation's Health & Welfare plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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