Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Beech Acres
EIN 31-0536663Health Care and Social AssistanceLatest filing 2025
Plans
6
Retirement
2
$6.5M assets
Health & Benefits
4
$151K premiums
Participants
726
615 ELSINORE PLACE SUITE 500 - CINCINNATI, OH 45202513-231-6630
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $6.5M assets / 235 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$562K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $151K premiums / 465 covered lives
Coverage 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
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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#002
BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$5.9M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BEECH ACRES PENSION PLAN
Traditional DB
Assets$562K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BEECH ACRES PARENTING CENTER HEALTH AND WELFARE PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$75K
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
BEECH ACRES GROUP DENTAL PLAN
Fully insured - SUPERIOR DENTAL CARE
Premiums$63K
Covered lives116
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
BEECH ACRES VISION PLAN
Fully insured - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$13K
Covered lives199
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BEECH ACRES GROUP HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $5.9M | 224 | 2025 |
| #001 | BEECH ACRES PENSION PLAN | Traditional DB | $562K | 11 | 2024 |
- #002 · 401(k) · 2025224
- #001 · Traditional DB · 202411
Health & Benefits plans
4 plans on this EIN
| 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 |
- #501 · Fully insured · STANDARD INSURANCE COMPANY · 2025150
- #503 · Fully insured · SUPERIOR DENTAL CARE · 2025116
- #505 · Fully insured · FIDELITY SECURITY LIFE INSURANCE COMPANY · 2025199
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans