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COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 401k Plan overview

Plan NameCOASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST
Plan identification number 502

COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

COASTAL ENTERPRISES OF JACKSONVILLE INC has sponsored the creation of one or more 401k plans.

Company Name:COASTAL ENTERPRISES OF JACKSONVILLE INC
Employer identification number (EIN):566093446
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01JENNIFER RIVA-KIRK2024-06-17 JENNIFER RIVA-KIRK2024-06-17
5022022-01-01JENNIFER RIVA-KIRK2023-07-20 JENNIFER RIVA-KIRK2023-07-20
5022021-01-01JENNIFER RIVA-KIRK2022-08-01 JENNIFER RIVA-KIRK2022-08-01
5022020-01-01JENNIFER RIVA-KIRK2021-07-30 JENNIFER RIVA-KIRK2021-07-30
5022019-01-01JENNIFER RIVA-KIRK2020-09-30 JENNIFER RIVA-KIRK2020-09-30
5022018-01-01JENNIFER RIVA-KIRK2019-07-31 JENNIFER RIVA-KIRK2019-07-31
5022017-01-01JENNIFER RIVA-KIRK2018-07-13 JENNIFER RIVA-KIRK2018-07-13
5022016-01-01JENNIFER RIVA-KIRK2017-09-18 JENNIFER RIVA-KIRK2017-09-18
5022015-01-01CAROL SHEPARD2016-10-11
5022014-01-01DERRICK QUAN2015-10-15
5022013-01-01CAROL SHEPARD2014-10-14 CAROL SHEPARD2014-10-14
5022012-01-01CAROL SHEPARD2013-10-15 CAROL SHEPARD2013-10-15
5022011-01-01ROSEMARIE O'DEA2012-10-02
5022009-01-01

Plan Statistics for COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST

401k plan membership statisitcs for COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST

Measure Date Value
2025: COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-100
Total number of particpants at end of year2025-07-100
2024: COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-170
Total number of particpants at end of year2024-06-170
2022: COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-010
Total number of particpants at end of year2022-08-010
2009: COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011

Financial Data on COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST

Measure Date Value
2025 : COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-10-14434
Total liabilities as of the beginning of the plan year2025-07-10249
Total expenses incurred by plan in this plan year2025-07-10751
Total assets as of the beginning of the plan year2025-07-1015434
Plan net income in this plan year2025-07-10-751
Net assets as of the beginning of the plan year2025-07-1015185
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10751
2024 : COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-17249
Total liabilities as of the beginning of the plan year2024-06-17249
Net assets as of the end of the plan year2024-06-1715434
Total assets as of the beginning of the plan year2024-06-1715434
Value of plan covered by a fidelity bond2024-06-1710000
Net assets as of the end of the plan year2024-06-1715185
Net assets as of the beginning of the plan year2024-06-1715185
2022 : COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-01249
Total liabilities as of the beginning of the plan year2022-08-01249
Total expenses incurred by plan in this plan year2022-08-011000
Net assets as of the end of the plan year2022-08-0115934
Total assets as of the beginning of the plan year2022-08-0116934
Value of plan covered by a fidelity bond2022-08-0110000
Plan net income in this plan year2022-08-01-1000
Net assets as of the end of the plan year2022-08-0115685
Net assets as of the beginning of the plan year2022-08-0116685
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-011000

Form 5500 Responses for COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST

2009: COASTAL ENTERPRISES OF JACKSONVILLE, INC. HEALTH & WELFARE TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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