Main Street Registry

West Coast Group Benefits

San Diego, CA · Insurance Agencies and Brokerages · NAICS 524210

West Coast Group Benefits is an insurance agency and brokerage located in San Diego, California. The company financed real estate or equipment through an SBA 504 loan of $1,600,000, with JPMorgan Chase Bank, National Association as the lending bank and California Statewide Certified Development Corporation as the certified development company, approved on August 11, 2025.

SBA 504 loan, approved Aug 11, 2025

$1,600,000 SBA portionCDC: California Statewide Certified Development Corporation25 years termStatus not reported (SBA exemption)Loan details
SBA (CDC) portion
$1,600,000
Bank portion
$1,925,000
Estimated project size
$3,916,667 (estimated)
Estimated owner equity
$391,667 (estimated, about 10% of the project)
Bank lender
JPMorgan Chase Bank, National Association, Columbus, OH
CDC
California Statewide Certified Development Corporation
Processing method
Accredited Lenders Program: CDC with an expedited SBA review
Term
25 years (300 months)
Estimated maturity
August 11, 2050 (estimated, approval date plus term)
First disbursement
Dec 17, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
3
Business type
Corporation
NAICS
524210, Insurance Agencies and Brokerages
Project location
San Diego County, CA
SBA district office
San Diego District Office
Congressional district
CA-49
Collateral
Yes

Estimated share of project by source

Bank 49% SBA (CDC) 41% Owner 10%

  • Larger than 45% of expansion loans in Insurance Agencies and Brokerages on this site.
  • Average expansion loan in Insurance Agencies and Brokerages: $1,924,000.
  • Average expansion loan in California: $2,161,468.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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Same industry in California