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Sponsor portfolio

CLIFFORD W. BEERS GUIDANCE CLINIC, INC.

EIN 06-0646757-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$3.0M premiums
Participants
500
93 EDWARDS ST - NEW HAVEN, CT 065113933475-306-2463
Plans on this EIN
2 filings
#002OtherDC-$6.6M - 285 part#501Fully Insured-$3.0M - 315 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Prescription drug$2.9M
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE0%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $136K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC.

OtherDC

Assets$6.6M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIFFORD BEERS CLINIC HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC.OtherDC$6.6M2852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIFFORD BEERS CLINIC HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.0M3152025
Retirement plans
Welfare plans
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