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Sponsor portfolio

COMMUNITY LIVING ASSOCIATION

EIN 01-0280221-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$778K assets
Welfare
1
$835K premiums
Participants
249
18 MILITARY STREET - HOULTON, ME 047302010207-532-9446
Plans on this EIN
2 filings
#001403b-$778K - 188 part#501Self Funded-$835K - 61 lives

Benefits portfolio analytics

1 plan / $835K premiums / 61 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$835K
  • Dental$835K
  • Vision$835K
  • Prescription drug$835K
  • Stop-loss$835K
Total $835K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • AMERICAN NATIONAL INSURANCE COMPANY100%
Total $835K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • PATIENT ADVOCATES LLC69%
  • PHIL SOULE18%
  • TIMOTHY THOMPSON10%
  • PHCS3%
Total $102K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY LIVING ASSOCIATION RETIREMENT PLAN

403b

Assets$778K
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY LIVING ASSOCIATION HEALTH PLAN

Self Funded - GARDEN STATE LIFE INSURANCE COMPANY

Premiums$835K
Covered lives61
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY LIVING ASSOCIATION RETIREMENT PLAN403b$778K1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY LIVING ASSOCIATION HEALTH PLANSelf FundedGARDEN STATE LIFE INSURANCE COMPANY$835K612024
Retirement plans
Welfare plans
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