Coastal Pension Services, Inc.
Columbia, MD
Coastal Pension Services, Inc. of Columbia, MD is the broker of record on 56 Form 5500 Schedule A filings covering 33 employer benefit plans across 13 states, with $53,660 in reported broker commissions (plan year 2025).
Quick answer
Coastal Pension Services, Inc. (Columbia, MD) is the broker of record for 33 employer benefit plan sponsors on 56 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Coastal Pension Services, Inc. have?
- Coastal Pension Services, Inc. is named as broker on Form 5500 Schedule A filings for 33 distinct plan sponsors in 13 states.
- Who are Coastal Pension Services, Inc.'s largest employer clients?
- By plan participants, the largest include New England Wire Technologies Corp. (395 participants), Public Policy Holding Company, Inc. (334 participants) and Edgewood Management Corporation D/B/A Pratum Companies (321 participants).
- How much does Coastal Pension Services, Inc. earn in commissions?
- Insurers reported $53,660 in broker commissions and $556,208 in fees paid to Coastal Pension Services, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Coastal Pension Services, Inc. located?
- Coastal Pension Services, Inc. is based in Columbia, MD and has employer clients in 13 states.
- How does Coastal Pension Services, Inc. rank among benefits brokers in Maryland?
- Coastal Pension Services, Inc. ranks #24 by employer clients among the 50 most active benefits brokers based in Maryland.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Coastal Pension Services, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| New England Wire Technologies Corp. | NH | 395 | 2025-12-31 |
| Public Policy Holding Company, Inc. | DC | 334 | 2024-12-31 |
| Edgewood Management Corporation D/B/A Pratum Companies | MD | 321 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.