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Sponsor portfolio

BWD MILE DEVELOPMENT LLC DBA THE BEECHWOOD ORGANIZATION

EIN 11-2825424-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$2.1M premiums
Participants
395
200 ROBBINS LANE, SUITE D1 - JERICHO, NY 11753516-935-5555
Plans on this EIN
2 filings
#001401k-$10.8M - 212 part#501Mixed-$2.1M - 168 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.9M
  • Vision$1.9M
  • Other$136K
  • Life$106K
  • Short-term disability$102K
  • Long-term disability$102K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
  • AFLAC2%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • WORLD INSURANCE ASSOCIATES LLC67%
  • CENTERSTONE INSURANCE AND FINANCIAL22%
  • VARIOUS - SEE ATTACHED5%
  • JENNIFER E LUBELSKY2%
  • RUBICON BENEFITS LLC2%
  • +3 more
Total $109K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE BEECHWOOD ORGANIZATION 401(K) PLAN

401k

Assets$10.8M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BEECHWOOD ORGANIZATION AND ITS AFFILIATES HEALTH AND WELFARE BENEFIT PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$2.1M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BEECHWOOD ORGANIZATION 401(K) PLAN401k$10.8M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BEECHWOOD ORGANIZATION AND ITS AFFILIATES HEALTH AND WELFARE BENEFIT PLANMixedANTHEM BLUE CROSS$2.1M1682025
Retirement plans
Welfare plans
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