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Sponsor portfolio

BEAM MACK SALES & SERVICE, INC.

EIN 16-0742432-Latest filing 2025
Plans
6
Retirement
1
$11.0M assets
Welfare
5
$2.2M premiums
Participants
1,047
2674 WEST HENRIETTA RD - ROCHESTER, NY 14623585-424-4680LinkedIn1-10 employees
Plans on this EIN
6 filings
#001401k-$11.0M - 304 part#501Fully Insured-$1.0M - 109 lives#505Fully Insured-$1.0M - 190 lives#502Fully Insured-$65K - 97 lives#503Fully Insured-$30K - 213 lives#504Fully Insured-$3K - 212 lives

Benefits portfolio analytics

5 plans / $2.2M premiums / 821 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$942K
  • Dental$61K
  • Other$27K
  • Vision$8K
  • Life$7K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MVP HEALTH CARE91%
  • BLUE CROSS OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • EMPLOYEE NETWORK, INC.0%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BROWN & BROWN INSURANCE SERVICES75%
  • STRATEGIC NON-MEDICAL SOLUTION25%
Total $66K2 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

BEAM MACK SALES & SERVICE, INC. 401K PLAN

401k

Assets$11.0M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAM MACK SALES & SERVICE, INC. MEDICAL BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.0M
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BEAM MACK SALES & SERVICE, INC. WELFARE BENEFIT PLAN

Fully Insured - MVP HEALTH SERVICES CORP

Premiums$1.0M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BEAM MACK SALES & SERVICE, INC. DENTAL BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$65K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BEAM MACK SALES & SERVICE, INC. LIFE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$30K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BEAM MACK SALES & SERVICE, INC. EAP BENEFIT PLAN

Fully Insured - EMPLOYEE NETWORK, INC.

Premiums$3K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEAM MACK SALES & SERVICE, INC. 401K PLAN401k$11.0M3042024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAM MACK SALES & SERVICE, INC. MEDICAL BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.0M1092024
505BEAM MACK SALES & SERVICE, INC. WELFARE BENEFIT PLANFully InsuredMVP HEALTH SERVICES CORP$1.0M1902025
502BEAM MACK SALES & SERVICE, INC. DENTAL BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$65K972024
503BEAM MACK SALES & SERVICE, INC. LIFE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$30K2132024
504BEAM MACK SALES & SERVICE, INC. EAP BENEFIT PLANFully InsuredEMPLOYEE NETWORK, INC.$3K2122024
Retirement plans
Welfare plans
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