Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$946K
- Prescription drug$925K
- Stop-loss$925K
- Other$335K
- Life$284K
- Short-term disability$284K
- +3 more
Sponsor portfolio
CREST INSURANCE GROUP, LLC
EIN 27-2359016insuranceLatest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$1.5M premiums
Participants
531
5285 EAST WILLIAMS CIRCLE, SUITE 4500 - TUCSON, AZ 85711520-881-5760crestins.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 514 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- BLUE CROSS OF CALIFORNIA62%
- RELIANCE STANDARD LIFE INSURANCE COMPANY19%
- DELTA DENTAL OF CALIFORNIA13%
- VISION SERVICE PLAN2%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- +2 more
Broker market share
Schedule A broker compensation
78%top
- CREST INSURANCE GROUP LLC78%
- ASSUREDPARTNERS13%
- PARAGON PARTNERS LTD9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CREST INSURANCE GROUP, LLC 401(K) PLAN
401k
Assets$14.7M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$1.5M
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CREST INSURANCE GROUP, LLC 401(K) PLAN | 401k | $14.7M | 284 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $1.5M | 514 | 2025 |
Retirement plans
Welfare plans