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Sponsor portfolio

BEYONDTRUST CORPORATION

EIN 20-4000074-computer software-Latest filing 2025
Plans
2
Retirement
1
$104.8M assets
Welfare
1
$944K premiums
Participants
1,983
11695 JOHNS CREEK PARKWAY, SUITE 200 - JOHNS CREEK, GA 30097601-519-0123beyondtrust.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$104.8M - 1,131 part#501Mixed-$944K - 843 lives

Benefits portfolio analytics

1 plan / $944K premiums / 843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$944K
  • Life$714K
  • Short-term disability$714K
  • Long-term disability$714K
Total $944K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA95%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
Total $944K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALLIANT INSURANCE SERVICES, INC.95%
  • INTERMEDIARY SOLUTIONS COMPANY5%
  • KACY LAVENDER0%
  • CL SCOTT CORPORATE INSURANCE SVCS0%
Total $160K4 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

BEYONDTRUST CORPORATION 401K PLAN

401k

Assets$104.8M
Participants1,131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEYONDTRUST CORPORATION HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$944K
Covered lives843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEYONDTRUST CORPORATION 401K PLAN401k$104.8M1,1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEYONDTRUST CORPORATION HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$944K8432025
Retirement plans
Welfare plans
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