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Form 5500 · Employee benefit plan · COLUMBUS, OH

COASTAL RIDGE MANAGEMENT LLC

Public Form 5500 records show how COASTAL RIDGE MANAGEMENT LLC (COLUMBUS, OH) structures its employee benefits. Its broker of record is BRUCE LANCIA - CETERA ADVISORS LLC. Coverage is written through MASSMUTUAL LIFE INSURANCE CO.. The plan's most recent policy period ended in December.

Benefits broker of record
BRUCE LANCIA - CETERA ADVISORS LLC
Insurance carrier
MASSMUTUAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-5152254 · plan 001 · as of Jul 2026

Participants
703
Carriers on file
1
Disclosed commissions
$30,411
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MASSMUTUAL LIFE INSURANCE CO.—467December$30,411

Questions

Who is COASTAL RIDGE MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, COASTAL RIDGE MANAGEMENT LLC's broker of record is BRUCE LANCIA - CETERA ADVISORS LLC.

What insurance carrier does COASTAL RIDGE MANAGEMENT LLC use?

COASTAL RIDGE MANAGEMENT LLC's benefit plan is written through MASSMUTUAL LIFE INSURANCE CO..

When does COASTAL RIDGE MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for COASTAL RIDGE MANAGEMENT LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COASTAL RIDGE MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.