Crestview Management, LLC
Overview
Crestview Management, LLC sponsors a self-funded health plan that covered 1,573 participants in plan year 2025, up 15% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,573 · prior year 1,368
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Columbia Sussex Cafeteria Plan, plan 502 (1,573 participants)
- Stop-loss carrier
- Accurisk Solutions-Nationwide
- Broker compensation
- $210K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Delta Dental of Kentucky | Dental | 1,944 | $800K | $31K |
| Accurisk Solutions-Nationwide | Stop-loss | 1,044 | $799K | $53K |
| Nationwide Life Insurance Company | — | 1,046 | $712K | — |
| Life Insurance Company of North America | Voluntary AD&D, Basic AD&D, Long-term disability, Voluntary Term Life, Life | 3,075 | $492K | $56K |
| Cigna Health and Life Insurance Company | Accidental Injury, Critical Illness Voluntary Employee | 659 | $184K | $25K |
| The Dental Concern, Inc. - Humana | Vision | 1,140 | $75K | $3K |
| New York Life Group Insurance Company of NY | Statutory Disability NY | 110 | $44K | — |
| Pan-American Life Insurance Company | Medical | 28 | — | $41K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,573 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Crestview Management, LLC
- Sponsor EIN
- 85-2570407
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 85-2570407 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Columbia Sussex 401(k) Plan
- Type
- 401(k) plan
- Participants
- 5,378
About this data
Source: Crestview Management, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Crestview Management, LLC.