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
Sponsor portfolio
STONE COAST FUND SERVICES LLC
EIN 06-1781234financial servicesLatest filing 2025
Plans
2
Retirement
1
$38.5M assets
Welfare
1
$2.1M premiums
Participants
476
TWO PORTLAND SQUARE - PORTLAND, ME 04101207-699-2680stone-coast.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- HARVARD PILGRIM HEALTH CARE85%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- DELTA DENTAL OF CALIFORNIA6%
- RED TREE INSURANCE COMPANY, INC.0%
Broker market share
Schedule A broker compensation
61%top
- CROSS INSURANCE61%
- CROSS BENEFIT SOLUTIONS39%
- COMBINED SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STONE COAST FUND SERVICES LLC 401(K) PLAN
401k
Assets$38.5M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
STONE COAST FUND SERVICES LLC CONSOLIDATED WELFARE BENEFITS PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE POS HSA 5000
Premiums$2.1M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STONE COAST FUND SERVICES LLC 401(K) PLAN | 401k | $38.5M | 305 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans