Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Other$103K
- Life$74K
- +2 more
Sponsor portfolio
THE CROWN CAPITAL FUND LLC
EIN 87-4250871Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$1.4M premiums
Participants
699
3060 PEACHTREE ROAD NW - ATLANTA, GA 30305404-389-4989
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- TRUSTMARK INSURANCE COMPANY1%
- LEGALPLANS, USA0%
Broker market share
Schedule A broker compensation
80%top
- USI INSURANCE SERVICES LLC80%
- THE CASON GROUP INC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CROWN CAPITAL FUND, LLC 401(K) PLAN
401k
Assets$21.9M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CROWN CAPITAL FUND LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$1.4M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CROWN CAPITAL FUND, LLC 401(K) PLAN | 401k | $21.9M | 485 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CROWN CAPITAL FUND LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $1.4M | 214 | 2025 |
Retirement plans
Welfare plans