# Coastal Enterprises Of Jacksonville Health & Welfare Plan
Source: https://planprovider.pro/companies/coastal-enterprises-of-jacksonville-inc-566093446-506

> Coastal Enterprises Of Jacksonville's Health & Welfare plan: 718 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Coastal Enterprises Of Jacksonville

- **Sponsor EIN:** 566093446

- **Sponsor Address:** 224 WHITE ST, JACKSONVILLE, NC, 285466350

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 718

- **Total Assets:** $449,721

## 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.|

| 2025|718|$449,721|$0|$0|

| 2024|581|$634,005|$4.0M|$0|

| 2023|575|$5.3M|$5.3M|$0|

| 2022|24|$493,972|$3.0M|$0|

## 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|

| BENEFIT SOURCE, INC.|Recordkeeper|$44,727|—|$44,727|

| PAN AMERICAN LIFE INSURANCE GROUP|Other Service Provider|$7,824|—|$7,824|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,551

- **Estimated Expense Ratio:** 11.685% 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|

| 2025|$5,292,055|—|—|—|—|

| 2024|$1,291|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$860,674|—|$665,055|—|—|

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