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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 type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.8M | 43.8% | |
| Health | $1.8M | 43.7% | |
| Short-term disability | $129K | 3.2% | |
| Dental | $125K | 3.1% | |
| Life | $118K | 3.0% | |
| Long-term disability | $118K | 3.0% | |
| Vision | $9K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042452600 | HOth | $1.8M | 84.6% | 1 | 4 | 135 |
EIN 042381280 | LSTDLTDOth | $186K | 9.0% | 1 | 5 | 211 |
EIN 010286541 | D | $125K | 6.0% | 1 | 1 | 242 |
EIN 270175911 | V | $9K | 0.4% | 1 | 1 | 168 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CROSS INSURANCE | BANGOR, ME | UNUM 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 | $50K | 60.7% | 1 |
| CROSS BENEFIT SOLUTIONS | AUGUSTA, ME | HARVARD 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 | $32K | 39.2% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | RED TREE INSURANCE COMPANY, INC. | $132 | $0 | $132 | 0.2% | 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