Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.0M
- Life$996K
- Dental$987K
- Other$850K
- Long-term disability$632K
- Vision$85K
Sponsor portfolio
CROSS FINANCIAL CORPORATION
EIN 01-0507032Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$162.7M assets
Welfare
1
$19.3M premiums
Participants
2,543
491 MAIN STREET - BANGOR, ME 04401207-947-7345
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19.3M premiums / 1,699 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- HARVARD PILGRIM HEALTH CARE88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- DELTA DENTAL OF CALIFORNIA5%
- RED TREE INSURANCE COMPANY, INC.0%
Broker market share
Schedule A broker compensation
96%top
- CROSS INSURANCE96%
- PLANSOURCE BENEFIT ADMINISTRATION2%
- JAMES R NELLIGAN & ASSOCIATES LLC1%
- COMBINED INSURANCE SERVICES OF N FL0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CROSS RETIREMENT PLAN
401k
Assets$162.7M
Participants1,425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CROSS FINANCIAL CORP. WELFARE BENEFIT PLAN 2025
Fully Insured - HPHC JOINT VENTURE UHG
Premiums$19.3M
Covered lives1,699
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CROSS RETIREMENT PLAN | 401k | $162.7M | 1,425 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CROSS FINANCIAL CORP. WELFARE BENEFIT PLAN 2025 | Fully Insured | HPHC JOINT VENTURE UHG | $19.3M | 1,699 | 2025 |
Retirement plans
Welfare plans