# STONE COAST FUND SERVICES LLC CONSOLIDATED WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **STONE COAST FUND SERVICES LLC**. Form 5500 filing for plan year 2026.

| Field | Value |
|---|---|
| Sponsor | STONE COAST FUND SERVICES LLC |
| EIN | 061781234 |
| Plan number | 503 |
| Plan year | 2026 |
| Location | PORTLAND, ME |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $2.1M |
| Participants | 156 |
| Persons covered | 242 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HARVARD PILGRIM HEALTH CARE | Health, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| NORTHEAST DELTA DENTAL | Dental |
| RED TREE INSURANCE COMPANY, INC. | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| CROSS BENEFIT SOLUTIONS | HARVARD PILGRIM HEALTH CARE POS HSA 3300 |
| CROSS INSURANCE | HARVARD PILGRIM HEALTH CARE POS HSA 3300 |
| CROSS BENEFIT SOLUTIONS | HARVARD PILGRIM HEALTH CARE POS HSA 5000 |
| CROSS INSURANCE | HARVARD PILGRIM HEALTH CARE POS HSA 5000 |
| CROSS BENEFIT SOLUTIONS | HARVARD PILGRIM HC - POS HSA 1650 |
| CROSS INSURANCE | HARVARD PILGRIM HC - POS HSA 1650 |
| CROSS BENEFIT SOLUTIONS | DELTA DENTAL PLAN OF MAINE |
| CROSS INSURANCE | DELTA DENTAL PLAN OF MAINE |
| CROSS INSURANCE | UNUM LIFE INS CO OF AMERICA - 5130 |
| CROSS BENEFIT SOLUTIONS | HARVARD PILGRIM HC POS |
| CROSS INSURANCE | HARVARD PILGRIM HC POS |
| CROSS INSURANCE | UNUM LIFE INS CO OF AMERICA - 5131 |
| CROSS INSURANCE | UNUM INSURANCE COMPANY - CRITICAL ILLNESS |
| CROSS INSURANCE | UNUM INSURANCE COMPANY - GROUP ACCIDENT |
| CROSS BENEFIT SOLUTIONS | RED TREE INSURANCE COMPANY, INC. |
| CROSS INSURANCE | RED TREE INSURANCE COMPANY, INC. |
| COMBINED SERVICES LLC DBA CSONE BEN | RED TREE INSURANCE COMPANY, INC. |
| CROSS INSURANCE | UNUM INSURANCE COMPANY - HOSPITAL |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/061781234-503
- Cite as: PlanOptica, https://planoptica.com/welfare/061781234-503
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers