Plan Ledger DOL Form 5500 · updated monthly

Coastal States Bankbenefits

Coastal States Bank Employee Benefit Plan · HILTON HEAD, SC · plan year 2025

Broker compensation reported · 2025
$116,096

Coastal States Bank's benefits plans covered 196 active participants in 2025, providing health · dental · vision · life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $116,096 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $592 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.2% from $108,305 in 2024.

Insurance contracts · 20252
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 196 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 167 covered
Brokers & agents paid · 20252
CLARKE & CO BENEFITS LLC$57,048
Also brokered by Clarke & Co Benefits LLC1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 030546702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.