Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BETA GROUP, INC.
EIN 05-0398907civil engineeringLatest filing 2025
Plans
3
Retirement
2
$72.3M assets
Welfare
1
$1.9M premiums
Participants
548
701 GEORGE WASHINGTON HIGHWAY - LINCOLN, RI 02865401-333-2382beta-inc.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $72.3M assets / 394 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 267 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
91%top
- PGIA, INC.91%
- PROVIDER INSURANCE GROUP, LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$42.2M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BETA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$30.1M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BETA GROUP, INC. BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$1.9M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $42.2M | 204 | 2024 | |
| 002 | BETA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $30.1M | 190 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans