Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$48.6M
Filings through .
Top hat
Beta Group Inc.
EIN 05-0398907civil engineeringLatest filing 2025
Plans
3
Retirement
2
$81.0M assets
Health & Benefits
1
$1.9M premiums
Participants
565
701 GEORGE WASHINGTON HIGHWAY - LINCOLN, RI 02865401-333-2382beta-inc.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $81.0M assets / 411 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 267 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Vision$1.7M
- Prescription drug$1.7M
- Life$135K
- Short-term disability$135K
- Long-term disability$135K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$48.6M
Participants213
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BETA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$32.4M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BETA GROUP, INC. BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$1.9M
Covered lives267
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $48.6M | 213 | 2025 |
| #002 | BETA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.4M | 198 | 2025 |
- #001 · 401(k) · 2025213
- #002 · ESOP · 2025198
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BETA GROUP, INC. BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $1.9M | 267 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 2025267
Retirement plans
Health & Benefits plans