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Sponsor portfolio

OCEANVIEW MANAGEMENT COMPANY

EIN 01-0485403-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$191K premiums
Participants
312
20 BLUEBERRY LANE - FALMOUTH, ME 04105207-781-4460
Plans on this EIN
2 filings
#001401k-$5.5M - 189 part#501Mixed-$191K - 191 lives

Benefits portfolio analytics

1 plan / $191K premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$103K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Vision$88K
  • Dental$77K
Total $191K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HARTFORD LIFE AND ACCIDENT49%
  • AMERITAS LIFE INSURANCE CORP.46%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $191K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • CLARK INSURANCE6%
  • COMBINED SERVICES LLC1%
Total $17K3 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

SEA COAST/OCEANVIEW RETIREMENT PLAN

401k

Assets$5.5M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCEANVIEW MANAGEMENT COMPANY HEALTH & WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$191K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEA COAST/OCEANVIEW RETIREMENT PLAN401k$5.5M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCEANVIEW MANAGEMENT COMPANY HEALTH & WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$191K1912025
Retirement plans
Welfare plans
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