Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$644K
- Dental$607K
- Vision$607K
- Life$607K
- Health$53K
- Stop-loss$53K
Sponsor portfolio
BEAM TECHNOLOGIES, LLC
EIN 37-1764683Latest filing 2025
Plans
5
Retirement
1
$16.9M assets
Welfare
4
$697K premiums
Participants
1,952
80 E RICH ST SUITE 400 - COLUMBUS, OH 43215859-462-7562
Benefits portfolio analytics
4 plans / $697K premiums / 783 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- NATIONWIDE LIFE INSURANCE COMPANY87%
- KAISER FOUNDATION HEALTH PLAN INC8%
- HCC LIFE INSURANCE COMPANY5%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
95%top
- BEAM DIRECT SALES95%
- FILICE INSURANCE AGENCY4%
- MICHAEL W WILLIAMS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEAM TECHNOLOGIES 401(K) PLAN
401k
Assets$16.9M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BEAM BENEFITS WELFARE BENEFITS PLAN
Fully Insured - NATIONWIDE LIFE INSURANCE COMPANY
Premiums$607K
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BEAM TECHNOLOGIES (BEAM BENEFITS) HEALTH AND WELFARE PLAN
Self Funded - KAISER FOUNDATION HEALTH PLAN INC
Premiums$53K
Covered lives9
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BEAM BENEFITS ORGAN TRANSPLANT BENEFIT PLAN
Fully Insured - HCC LIFE INSURANCE COMPANY
Premiums$36K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BEAM BENEFITS EAP BENEFIT PLAN
Fully Insured - HEALTH AND HUMAN RESOURCE CENTER
Premiums$286
Covered lives17
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEAM TECHNOLOGIES 401(K) PLAN | 401k | $16.9M | 436 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BEAM BENEFITS WELFARE BENEFITS PLAN | Fully Insured | NATIONWIDE LIFE INSURANCE COMPANY | $607K | 560 | 2025 | |
| 501 | BEAM TECHNOLOGIES (BEAM BENEFITS) HEALTH AND WELFARE PLAN | Self Funded | KAISER FOUNDATION HEALTH PLAN INC | $53K | 9 | 2025 | |
| 504 | BEAM BENEFITS ORGAN TRANSPLANT BENEFIT PLAN | Fully Insured | HCC LIFE INSURANCE COMPANY | $36K | 197 | 2025 | |
| 503 | BEAM BENEFITS EAP BENEFIT PLAN | Fully Insured | HEALTH AND HUMAN RESOURCE CENTER | $286 | 17 | 2025 |
Retirement plans
Welfare plans