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Sponsor portfolio

BENEFICIENT COMPANY GROUP USA, LLC

EIN 06-1709416-Latest filing 2024
Plans
4
Retirement
0
Welfare
4
$2.8M premiums
Participants
273
325 NORTH ST. PAUL, SUITE 4850 - DALLAS, TX 75201214-445-4715
Plans on this EIN
4 filings
#501Fully Insured-$1.3M - 184 lives#504Fully Insured-$1.3M - 184 lives#503Fully Insured-$119K - 66 lives#502Fully Insured-$11K - 167 lives

Benefits portfolio analytics

4 plans / $2.8M premiums / 601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Prescription drug$2.6M
  • Life$119K
  • Short-term disability$119K
  • Long-term disability$119K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • EYEMED VISION CARE0%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $113K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

BENEFICIENT COMPANY GROUP USA, LLC

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BENEFICIENT COMPANY GROUP USA, LLC DENTAL

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BENEFICIENT COMPANY GROUP USA LLC

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$119K
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BENEFICIENT COMPANY GROUP USA, LLC

Fully Insured - EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.

Premiums$11K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENEFICIENT COMPANY GROUP USA, LLCFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.3M1842024
504BENEFICIENT COMPANY GROUP USA, LLC DENTALFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.3M1842024
503BENEFICIENT COMPANY GROUP USA LLCFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$119K662024
502BENEFICIENT COMPANY GROUP USA, LLCFully InsuredEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$11K1672024
Retirement plans
Welfare plans
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