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  2. CROWNE PARTNERS, INC.
Sponsor portfolioTH

CROWNE PARTNERS, INC.

EIN 63-1056824-real estate-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$2.1M premiums
Participants
381
505 20TH STREET NORTH, SUITE 1150 - BIRMINGHAM, AL 35203205-328-3120crownepartners.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$6.4M - 210 part#503Fully Insured-$2.1M - 248 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Prescription drug$2.0M
  • Other$2.0M
  • Vision$84K
  • Life$84K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VALENT GROUP100%
Total $11K1 slice

Plan deep-dives

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

CROWNE PARTNERS, INC. 401(K) PLAN

401k

Assets$6.4M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CROWNE PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.1M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROWNE PARTNERS, INC. 401(K) PLAN401k$6.4M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CROWNE PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.1M2482025
Retirement plans
Welfare plans
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