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Sponsor portfolioTH

BEECH BROOK

EIN 34-0714597-mental health care-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$122K premiums
Participants
408
13201 GRANGER ROAD - GARFIELD HEIGHTS, OH 44125216-831-2255beechbrook.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#002401k-$12.9M - 276 part#501Mixed-$122K - 138 lives

Benefits portfolio analytics

1 plan / $122K premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$56K
  • Life$52K
  • Dental$50K
  • Short-term disability$47K
  • Long-term disability$47K
  • Vision$9K
Total $122K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY42%
  • HARTFORD LIFE AND ACCIDENT38%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Total $122K4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • HUNTINGTON INSURANCE INC78%
  • STEALTH PARTNER GROUP LLC13%
  • YANKE RICHARD8%
  • CGI VOLUNTARY BENEFITS, INC.1%
  • JAMIE A BAIL0%
  • +1 more
Total $17K6 slices

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 BROOK RETIREMENT SAVINGS PLAN

401k

Assets$12.9M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEECH BROOK EMPLOYEE BENEFIT CAFETERIA PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE CO

Premiums$122K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BEECH BROOK RETIREMENT SAVINGS PLAN401k$12.9M2762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEECH BROOK EMPLOYEE BENEFIT CAFETERIA PLANMixedCIGNA HEALTH AND LIFE INSURANCE CO$122K1382025
Retirement plans
Welfare plans
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