Form 5500 · Employee benefit plan · SAN DIEGO, CA
COAST 2 COAST COACHING, INC. DBA ELEVO LEARNING
The filing calls this plan COAST 2 COAST COACHING, INC. HEALTH AND WELFARE PLAN.
COAST 2 COAST COACHING, INC. DBA ELEVO LEARNING of SAN DIEGO, CA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 2 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4615732 · plan 501 · plan year 2025, filed May 6, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with CALIFORNIA PHYSICIANS SERVICE, covers 246 people.
Reported premium across the insured contracts is $1,525,927, with $14,586 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES, INC. is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including CALIFORNIA PHYSICIANS SERVICE, SUN LIFE ASSURANCE COMPANY OF CANADA and UNUM INSURANCE COMPANY. CALIFORNIA PHYSICIANS SERVICE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 249 | Aug 1, 2025 | $162,415 | $8,794 |
| UNUM INSURANCE COMPANY | — | 13 | Aug 1, 2025 | $3,899 | $2,321 |
| UNUM INSURANCE COMPANY | — | 9 | Aug 1, 2025 | $4,773 | $2,170 |
| UNUM INSURANCE COMPANY | — | 25 | Aug 1, 2025 | $2,588 | $1,301 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 246 | Aug 1, 2025 | $1,352,252 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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