PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Beaumont Retirement Services, Inc

Filings through Oct 24, 2026.

Sponsor portfolioTH

Beaumont Retirement Services, Inc

EIN 23-2324586-medical practice-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$1.6M premiums
Participants
606
601 NORTH ITHAN AVENUE - BRYN MAWR, PA 190101700610-526-7000LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001403(b)-$17.7M - 461 part#501Fully insured-$1.6M - 145 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Life$66K
  • Long-term disability$66K
  • Other$66K
  • +1 more
Total $1.6M7 rows
See carrier and broker market share with Pro.

Plan deep-dives

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

BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN

403(b)

Assets$17.7M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAUMONT RETIREMENT SERVICES INC. WELFARE PLAN

Fully insured - INDEPENDENCE BLUE CROSS

Premiums$1.6M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEAUMONT RETIREMENT SERVICES, INC. 403(B) RETIREMENT SAVINGS PLAN403(b)$17.7M4612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAUMONT RETIREMENT SERVICES INC. WELFARE PLANFully insuredINDEPENDENCE BLUE CROSS$1.6M1452025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica