Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$25.4M
- Prescription drug$25.4M
- Dental$24.9M
- Vision$24.9M
- Life$1.0M
- Short-term disability$1.0M
- +2 more
Sponsor portfolio
BEYOND FINANCE, LLC.
EIN 27-4222275financial servicesLatest filing 2025
Plans
2
Retirement
1
$39.7M assets
Welfare
1
$26.5M premiums
Participants
5,440
1401 ENCLAVE PARKWAY, SUITE 200 - HOUSTON, TX 77077713-855-9383beyondfinance.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $26.5M premiums / 3,573 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- RELIASTAR LIFE INSURANCE COMPANY4%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- ADP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEYOND FINANCE, LLC 401(K) PLAN
401k
Assets$39.7M
Participants2,778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEYOND FINANCE EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$26.5M
Covered lives3,573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEYOND FINANCE, LLC 401(K) PLAN | 401k | $39.7M | 2,778 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEYOND FINANCE EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $26.5M | 3,573 | 2025 |
Retirement plans
Welfare plans