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
Filings through .
Beyond Finance, LLC
EIN 27-4222275financial servicesLatest filing 2025
Plans
2
Retirement
1
$55.7M assets
Health & Benefits
1
$26.5M premiums
Participants
5,440
222 NORTH LASALLE STREET SUITE 1600 - CHICAGO, IL 60601713-677-4161beyondfinance.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $26.5M premiums / 3,573 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BEYOND FINANCE, LLC 401(K) PLAN
401(k)
Assets$55.7M
Participants2,778
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BEYOND FINANCE EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$26.5M
Covered lives3,573
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BEYOND FINANCE, LLC 401(K) PLAN | 401(k) | $55.7M | 2,778 | 2025 |
- #001 · 401(k) · 20252,778
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · AETNA LIFE INSURANCE CO. · 20253,573
Retirement plans
Health & Benefits plans