PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CROWNE PARTNERS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 63-1056824

CROWNE PARTNERS, INC.

505 20TH STREET NORTH · BIRMINGHAM, AL 35203
2053283120
Plans filed
3
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
248
No prior year
Total participants
171
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$2.1M
CROWNE PARTNERS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully insured248 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #501$0
THE CROWNE PARTNERS, INC. WELFARE BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #502$0
CROWNE PARTNERS, INC. CAFETERIA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M24.0%
Dental$2.0M24.0%
Prescription drug$2.0M24.0%
Other$2.0M24.0%
Vision$84K1.0%
Life$84K1.0%
Short-term disability$84K1.0%
Long-term disability$84K1.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxDOth
$2.0M95.9%11248
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
VLSTDLTD
$84K4.1%11176

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VALENT GROUPBIRMINGHAM, ALEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$11K$0$11K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica