Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BEECH ACRES
EIN 31-0536663Health Care and Social AssistanceLatest filing 2025
Plans
6
Retirement
2
$6.5M assets
Welfare
4
$151K premiums
Participants
726
615 ELSINORE PLACE SUITE 500 - CINCINNATI, OH 45202513-231-6630
Retirement portfolio analytics
2 plans aggregated / $6.5M assets / 235 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
91%top
- JOHN HANCOCK LIFE INSURANCE COMPANY91%
- (Not disclosed)9%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $151K premiums / 465 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$63K
- Short-term disability$28K
- Long-term disability$25K
- Life$22K
- Other$22K
- Vision$13K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- STANDARD INSURANCE COMPANY50%
- SUPERIOR DENTAL CARE42%
- FIDELITY SECURITY LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
97%top
- HUB INTERNATIONAL MIDWEST LIMITED97%
- HORAN ASSOCIATES INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$5.9M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BEECH ACRES PENSION PLAN
TraditionalDB
Assets$562K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEECH ACRES PARENTING CENTER HEALTH AND WELFARE PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$75K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BEECH ACRES GROUP DENTAL PLAN
Fully Insured - SUPERIOR DENTAL CARE
Premiums$63K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BEECH ACRES VISION PLAN
Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$13K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BEECH ACRES GROUP HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN | 401k | $5.9M | 224 | 2025 | |
| 001 | BEECH ACRES PENSION PLAN | TraditionalDB | $562K | 11 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEECH ACRES PARENTING CENTER HEALTH AND WELFARE PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $75K | 150 | 2025 | |
| 503 | BEECH ACRES GROUP DENTAL PLAN | Fully Insured | SUPERIOR DENTAL CARE | $63K | 116 | 2025 | |
| 505 | BEECH ACRES VISION PLAN | Fully Insured | FIDELITY SECURITY LIFE INSURANCE COMPANY | $13K | 199 | 2025 | |
| 502 | BEECH ACRES GROUP HEALTH PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans