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Sponsor portfolioWelfare / HealthEIN 06-1781234

STONE COAST FUND SERVICES LLC

TWO PORTLAND SQUARE · PORTLAND, ME 04101
2076992680
Plans filed
3
Years active
2018–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$2.1M
No prior year
Persons covered
242
No prior year
Total participants
156
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$2.1M
STONE COAST FUND SERVICES LLC CONSOLIDATED WELFARE BENEFITS PLAN
Fully insured242 covered·11 carriers
Primary: HARVARD PILGRIM HEALTH CARE POS HSA 3300
Plan #501$0
STONE COAST FUND SERVICES LLC LIFE AND DISABILITY PLAN
Self-funded0 covered·0 carriers
Plan #502$0
STONE COAST FUND SERVICES LLC HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M43.8%
Health$1.8M43.7%
Short-term disability$129K3.2%
Dental$125K3.1%
Life$118K3.0%
Long-term disability$118K3.0%
Vision$9K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
HOth
$1.8M84.6%14135
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$186K9.0%15211
DELTA DENTAL OF CALIFORNIA
EIN 010286541
D
$125K6.0%11242
RED TREE INSURANCE COMPANY, INC.
EIN 270175911
V
$9K0.4%11168

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CROSS INSURANCEBANGOR, MEUNUM INSURANCE COMPANY - HOSPITAL, HARVARD PILGRIM HEALTH CARE POS HSA 5000, UNUM LIFE INS CO OF AMERICA - 5131, UNUM LIFE INS CO OF AMERICA - 5130, UNUM INSURANCE COMPANY - GROUP ACCIDENT$39K$11K$50K60.7%1
CROSS BENEFIT SOLUTIONSAUGUSTA, MEHARVARD PILGRIM HEALTH CARE POS HSA 5000, RED TREE INSURANCE COMPANY, INC., HARVARD PILGRIM HC POS, HARVARD PILGRIM HC - POS HSA 1650, HARVARD PILGRIM HEALTH CARE POS HSA 3300$32K$0$32K39.2%1
COMBINED SERVICES LLCCONCORD, NHRED TREE INSURANCE COMPANY, INC.$132$0$1320.2%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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