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Sponsor portfolio

BLUESTONE MANAGEMENT SERVICES, LLC

EIN 46-2486806-Latest filing 2025
Plans
2
Retirement
1
$25.3M assets
Welfare
1
$402K premiums
Participants
1,155
270 NORTH MAIN STREET, SUITE 300 - STILLWATER, MN 55082612-427-5769
Plans on this EIN
2 filings
#001401k-$25.3M - 594 part#501Mixed-$402K - 560 lives

Benefits portfolio analytics

1 plan / $402K premiums / 560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$381K
  • Life$298K
  • Long-term disability$298K
  • Vision$21K
Total $402K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA95%
  • EYEMED VISION CARE5%
Total $402K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • HOLMES MURPHY & ASSOCIATES52%
  • AEB BENEFITS LLC46%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $44K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLUESTONE PHYSICIAN SERVICES 401(K) PLAN

401k

Assets$25.3M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUESTONE MANAGEMENT SERVICES, LLC CAFETERIA PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$402K
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUESTONE PHYSICIAN SERVICES 401(K) PLAN401k$25.3M5942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUESTONE MANAGEMENT SERVICES, LLC CAFETERIA PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$402K5602025
Retirement plans
Welfare plans
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