How many employer clients does Coastal Financial Group have?

Coastal Financial Group is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.

Who are Coastal Financial Group's largest employer clients?

By plan participants, the largest include Trigyn Technologies, Inc. (117 participants), Ames Rubber Corporation (110 participants) and Vanguard Medical Group (96 participants).

How much does Coastal Financial Group earn in commissions?

Insurers reported $164,703 in broker commissions paid to Coastal Financial Group for plan year 2025, per Schedule A Part 1.

Where is Coastal Financial Group located?

Coastal Financial Group is based in Montville, NJ.

Benefits Intelligence/Broker Directory/New Jersey

Coastal Financial Group

Montville, NJ

Coastal Financial Group of Montville, NJ is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $164,703 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$164,703

plan year 2025

Quick answer

Coastal Financial Group (Montville, NJ) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Coastal Financial Group have?: Coastal Financial Group is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Coastal Financial Group's largest employer clients?: By plan participants, the largest include Trigyn Technologies, Inc. (117 participants), Ames Rubber Corporation (110 participants) and Vanguard Medical Group (96 participants).
How much does Coastal Financial Group earn in commissions?: Insurers reported $164,703 in broker commissions paid to Coastal Financial Group for plan year 2025, per Schedule A Part 1.
Where is Coastal Financial Group located?: Coastal Financial Group is based in Montville, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Coastal Financial Group 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
Trigyn Technologies, Inc.	NJ	117	2025-12-31
Ames Rubber Corporation	NJ	110	2025-12-31
Vanguard Medical Group	NJ	96	2025-12-31

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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.