Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$264K
- Other$261K
- Short-term disability$236K
- Long-term disability$236K
- Health$30K
- Dental$30K
- +2 more
Sponsor portfolioTH
CROSSOVER HEALTH MANAGEMENT SERVICES, INC
EIN 27-2210135Latest filing 2025
Plans
2
Retirement
1
$76.6M assets
Welfare
1
$320K premiums
Participants
1,950
101 WEST AVENIDA VISTA HERMOSA, SUITE 120 - SAN CLEMENTE, CA 92672949-891-0328
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $320K premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA83%
- HAWAII MEDICAL SERVICE ASSOCIATION9%
- METROPOLITAN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CROSSOVER HEALTH 401(K) PLAN
401k
Assets$76.6M
Participants1,767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CROSSOVER HEALTH WELFARE BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$320K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROSSOVER HEALTH 401(K) PLAN | 401k | $76.6M | 1,767 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CROSSOVER HEALTH WELFARE BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $320K | 183 | 2025 |
Retirement plans
Welfare plans