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Sponsor portfolio

BALFOUR BEATTY INVESTMENTS INC

EIN 26-2310710-construction-Latest filing 2024
Plans
2
Retirement
1
$47.1M assets
Welfare
1
$11.4M premiums
Participants
3,476
1 COUNTRY VIEW ROAD - MALVERN, PA 19355469-870-2367balfourbeattyinvestments.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$47.1M - 1,925 part#501Mixed-$11.4M - 1,942 lives

Benefits portfolio analytics

1 plan / $11.4M premiums / 1,942 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.6M
  • Prescription drug$9.6M
  • Other$1.9M
  • Dental$967K
  • Vision$967K
  • Life$849K
  • +1 more
Total $11.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $11.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • BSC AGENCY LLC8%
  • BUSINESSSOLVER.COM, INC.1%
Total $138K3 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

BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN

401k

Assets$47.1M
Participants1,925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALFOUR BEATTY INVESTMENTS, INC. HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$11.4M
Covered lives1,942
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN401k$47.1M1,9252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALFOUR BEATTY INVESTMENTS, INC. HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$11.4M1,9422024
Retirement plans
Welfare plans
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