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COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 401k Plan overview

Plan NameCOASTAL INSURANCE & REALTY, INC. 401(K) PLAN
Plan identification number 001

COASTAL INSURANCE & REALTY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

COASTAL INSURANCE & REALTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL INSURANCE & REALTY, INC.
Employer identification number (EIN):560749103
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL INSURANCE & REALTY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DONALD EVANS2023-01-31 DONALD EVANS2023-01-31
0012021-01-01DONALD EVANS2022-02-14
0012020-01-01DONALD EVANS2021-02-03 DONALD EVANS2021-02-03
0012019-01-01DONALD EVANS2020-02-11 DONALD EVANS2020-02-11
0012018-01-01DONALD EVANS2019-02-18 DONALD EVANS2019-02-18
0012017-01-01DONALD EVANS2018-02-19 DONALD EVANS2018-02-19
0012016-01-01DONALD EVANS2017-02-17 DONALD EVANS2017-02-17
0012015-01-01DONALD EVANS2016-02-29 DONALD EVANS2016-02-29
0012014-01-01DONALD EVANS2015-02-24 DONALD EVANS2015-02-24
0012013-01-01DONALD EVANS2014-02-17 DONALD EVANS2014-02-17
0012012-01-01DONALD EVANS2013-06-06 DONALD EVANS2013-06-06
0012011-01-01DONALD C. EVANS
0012010-01-01DONALD C. EVANS
0012009-01-01DONALD C. EVANS
0012008-01-01DONALD C. EVANS

Plan Statistics for COASTAL INSURANCE & REALTY, INC. 401(K) PLAN

401k plan membership statisitcs for COASTAL INSURANCE & REALTY, INC. 401(K) PLAN

Measure Date Value
2011: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0112
Total number of active participants reported on line 7a of the Form 55002008-01-0112
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0113
Number of participants with account balances2008-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on COASTAL INSURANCE & REALTY, INC. 401(K) PLAN

Measure Date Value
2011 : COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$61,830
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$937,100
Total plan assets at beginning of year2011-12-31$875,270
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$60,003
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-27,926
Net income (gross income less expenses)2011-12-31$61,830
Net plan assets at end of year (total assets less liabilities)2011-12-31$937,100
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$875,270
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$29,753
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$183,692
Expenses. Total of all expenses incurred2010-12-31$2,244
Benefits paid (including direct rollovers)2010-12-31$1,770
Total plan assets at end of year2010-12-31$875,270
Total plan assets at beginning of year2010-12-31$693,822
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$55,772
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$100,270
Net income (gross income less expenses)2010-12-31$181,448
Net plan assets at end of year (total assets less liabilities)2010-12-31$875,270
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$693,822
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$27,650
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$474
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total income from all sources2008-12-31$-142,574
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$464,875
Total plan assets at beginning of year2008-12-31$607,449
Value of fidelity bond covering the plan2008-12-31$300,000
Total contributions received or receivable from participants2008-12-31$57,816
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-231,521
Net income (gross income less expenses)2008-12-31$-142,574
Net plan assets at end of year (total assets less liabilities)2008-12-31$464,875
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$607,449
Total contributions received or receivable from employer(s)2008-12-31$31,131
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for COASTAL INSURANCE & REALTY, INC. 401(K) PLAN

2011: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: COASTAL INSURANCE & REALTY, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031009
Policy instance 1
Insurance contract or identification numberGA-031009
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031009
Policy instance 1
Insurance contract or identification numberGA-031009
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,431
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,431
Insurance broker organization code?3
Insurance broker nameIIAA AGCY ADMINISTRATIVE SVCS

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