Form 5500 · Employee benefit plan · PORTLAND, ME
STONE COAST FUND SERVICES LLC
Public Form 5500 records show how STONE COAST FUND SERVICES LLC (PORTLAND, ME) structures its employee benefits. Its broker of record is CROSS BENEFIT SOLUTIONS. Coverage is written through HARVARD PILGRIM HEALTH CARE POS HSA 3300 and 13 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1781234 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE POS HSA 3300 | Health | 112 | January | $19,011 |
| HARVARD PILGRIM HEALTH CARE POS HSA 5000 | Health | 122 | January | $17,655 |
| UNUM LIFE INS CO OF AMERICA - 5130 | Life, Disability | 201 | January | $9,290 |
| HARVARD PILGRIM HC - POS HSA 1650 | Health | 49 | January | $8,994 |
| UNUM LIFE INS CO OF AMERICA - 5131 | — | 80 | January | $6,411 |
| DELTA DENTAL PLAN OF MAINE | Dental | 229 | January | $6,362 |
| HARVARD PILGRIM HC POS | Health | 13 | January | $4,077 |
| UNUM INSURANCE COMPANY - CRITICAL ILLNESS | — | 56 | January | $1,777 |
| UNUM INSURANCE COMPANY - GROUP ACCIDENT | — | 47 | January | $1,434 |
| UNUM INSURANCE COMPANY - HOSPITAL | — | 25 | January | $1,005 |
| HARVARD PILGRIM HC POS COB | Health | 4 | January | $307 |
| HARVARD PILGRIM HC - POS HSA 1650 COB | Health | — | January | $105 |
| HPHC POSHSA 3300 COBRA | Health | — | January | $82 |
| HARVARD PILGRIM HEALTH CARE POSHSA 5000 COBRA | Health | — | January | $0 |
Questions
Who is STONE COAST FUND SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, STONE COAST FUND SERVICES LLC's broker of record is CROSS BENEFIT SOLUTIONS.
What insurance carrier does STONE COAST FUND SERVICES LLC use?
STONE COAST FUND SERVICES LLC's benefit plan is written through HARVARD PILGRIM HEALTH CARE POS HSA 3300, among 14 disclosed carriers.
When does STONE COAST FUND SERVICES LLC's group plan renew?
The most recent Schedule A policy period for STONE COAST FUND SERVICES LLC ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STONE COAST FUND SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.