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Sponsor portfolioWelfare / HealthEIN 27-2210135

CROSSOVER HEALTH MANAGEMENT SERVICES, INC

101 WEST AVENIDA VISTA HERMOSA · SAN CLEMENTE, CA 92672
9498910328
Plans filed
1
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$320K
No prior year
Persons covered
183
No prior year
Total participants
183
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$320K
CROSSOVER HEALTH WELFARE BENEFITS PLAN
Fully insured183 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$264K23.7%
Other$261K23.4%
Short-term disability$236K21.1%
Long-term disability$236K21.1%
Health$30K2.7%
Dental$30K2.7%
Vision$30K2.7%
Prescription drug$30K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$264K82.7%12183
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$30K9.4%113
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$25K7.9%1197

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY$3K$4K$6K100.0%1

History & trajectory

11 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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