Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Health$1.8M
- Short-term disability$129K
- Dental$125K
- Life$118K
- Long-term disability$118K
- +1 more
Filings through .
Stone Coast Fund Services LLC
EIN 06-1781234financial servicesLatest filing 2025
Plans
2
Retirement
1
$38.5M assets
Health & Benefits
1
$2.1M premiums
Participants
476
TWO PORTLAND SQUARE - PORTLAND, ME 04101207-699-2680stone-coast.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 229 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
STONE COAST FUND SERVICES LLC 401(K) PLAN
401(k)
Assets$38.5M
Participants305
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
STONE COAST FUND SERVICES LLC CONSOLIDATED WELFARE BENEFITS PLAN
Fully insured - HARVARD PILGRIM HEALTH CARE POS HSA 5000
Premiums$2.1M
Covered lives229
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STONE COAST FUND SERVICES LLC 401(K) PLAN | 401(k) | $38.5M | 305 | 2025 |
- #001 · 401(k) · 2025305
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | STONE COAST FUND SERVICES LLC CONSOLIDATED WELFARE BENEFITS PLAN | Fully insured | HARVARD PILGRIM HEALTH CARE POS HSA 5000 | $2.1M | 229 | 2025 |
- #503 · Fully insured · HARVARD PILGRIM HEALTH CARE POS HSA 5000 · 2025229
Retirement plans
Health & Benefits plans