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Sponsor portfolioWelfare / HealthEIN 85-2570407

CRESTVIEW MANAGEMENT, LLC

740 CENTRE VIEW BLVD · CRESTVIEW HILLS, KY 41017
8595781100
Plans filed
2
Years active
2021–2024
Industry
NAICS 72
Latest filing
2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
4,375
No prior year
Total participants
6,489
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.5M
COLUMBIA SUSSEX CAFETERIA PLAN
Fully insured1,610 covered·5 carriers
Primary: DELTA DENTAL OF KENTUCKY
Plan #501$619K
COLUMBIA SUSSEX GROUP TERM LIFE INSURANCE
Fully insured2,765 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$734K31.6%
Dental$678K29.2%
Stop-loss$665K28.6%
Long-term disability$158K6.8%
Vision$73K3.1%
Life$16K0.7%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$678K31.3%121,610
ACCURISK
EIN 314156830
SL
$665K30.7%11873
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$489K22.6%152,765
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$130K6.0%11482
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$80K3.7%11520
HUMANA INSURANCE COMPANY
EIN 521157181
V
$73K3.4%11928
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
Oth
$51K2.3%11249
PAN-AMERICAN LIFE INSURANCE COMPANY
EIN 720281240
$00.0%1131

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSJEFFERSONVILLE, INPAN-AMERICAN LIFE INSURANCE COMPANY, THE DENTAL CONCERN, INC. - HUMANA, DELTA DENTAL OF KENTUCKY, ACCURISK SOLUTIONS-NATIONWIDE, RELIASTAR LIFE INSURANCE COMPANY$188K$66K$254K98.8%2
AP BENEFIT ADVISORS, LLCCOCKEYSVILLE, MDRELIASTAR LIFE INSURANCE COMPANY$2K$0$2K0.9%1
T2B SOLUTIONS INC.INDIANOLA, IARELIASTAR LIFE INSURANCE COMPANY$0$756$7560.3%1

History & trajectory

4 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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