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Sponsor portfolio

BEECHMONT INVESTMENTS, INC.

EIN 31-1125760-Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.9M premiums
Participants
551
8639 BEECHMONT AVENUE - CINCINNATI, OH 45255513-388-3700maseratiofcincinnati.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$17.5M - 407 part#501Fully Insured-$1.9M - 314 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.6M
  • Prescription drug$1.6M
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • HARTFORD LIFE AND ACCIDENT8%
  • SUPERIOR DENTAL CARE4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • FREESTONE FINANCIAL, LLC9%
Total $68K2 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

BEECHMONT INVESTMENTS, INC. ET AL 401(K) TRUST

401k

Assets$17.5M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEECHMONT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEECHMONT INVESTMENTS, INC. ET AL 401(K) TRUST401k$17.5M4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEECHMONT INVESTMENTS, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M3142025
Retirement plans
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