Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$734K
- Dental$678K
- Stop-loss$665K
- Long-term disability$158K
- Vision$73K
- Life$16K
Sponsor portfolio
CRESTVIEW MANAGEMENT LLC
EIN 85-2570407Accommodation and Food ServicesLatest filing 2024
Plans
3
Retirement
1
$93.5M assets
Welfare
2
$2.2M premiums
Participants
11,674
740 CENTRE VIEW BLVD - CRESTVIEW HILLS, KY 41017859-578-1100
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.2M premiums / 4,375 covered livesCarrier market share
Premium dollars by Schedule A carrier
31%top
- DELTA DENTAL OF CALIFORNIA31%
- ACCURISK31%
- LIFE INSURANCE COMPANY OF NORTH AMERICA23%
- RELIASTAR LIFE INSURANCE COMPANY6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- +3 more
Broker market share
Schedule A broker compensation
99%top
- ASSUREDPARTNERS99%
- AP BENEFIT ADVISORS, LLC1%
- T2B SOLUTIONS INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COLUMBIA SUSSEX 401(K) PLAN
401k
Assets$93.5M
Participants5,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COLUMBIA SUSSEX CAFETERIA PLAN
Fully Insured - DELTA DENTAL OF KENTUCKY
Premiums$1.5M
Covered lives1,610
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
COLUMBIA SUSSEX GROUP TERM LIFE INSURANCE
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$619K
Covered lives2,765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COLUMBIA SUSSEX 401(K) PLAN | 401k | $93.5M | 5,185 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COLUMBIA SUSSEX CAFETERIA PLAN | Fully Insured | DELTA DENTAL OF KENTUCKY | $1.5M | 1,610 | 2024 | |
| 501 | COLUMBIA SUSSEX GROUP TERM LIFE INSURANCE | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $619K | 2,765 | 2024 |
Retirement plans
Welfare plans