Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.1M
- Other$365K
- Life$264K
- Long-term disability$264K
- Vision$22K
Sponsor portfolio
BELTMANN GROUP INCORPORATED
EIN 41-1287134Latest filing 2025
Plans
2
Retirement
1
$23.7M assets
Welfare
1
$4.5M premiums
Participants
1,022
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 371 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- MEDICA INSURANCE COMPANY91%
- HARTFORD LIFE AND ACCIDENT6%
- AFLAC1%
- BENCHMARK INSURANCE COMPANY1%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
97%top
- USI INSURANCE SERVICES LLC97%
- SHERI R MEIS1%
- TERRY E ANDERSON1%
- ARIEL MARIE NOVAK0%
- PAULA KAY DAVENPORT0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN TRUST AGREEMENT
401k
Assets$23.7M
Participants658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BELTMANN GROUP HEALTH AND WELFARE PLAN
Mixed - MEDICA INSURANCE COMPANY
Premiums$4.5M
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BELTMANN GROUP INCORPORATED 401(K) SAVINGS AND RETIREMENT PLAN TRUST AGREEMENT | 401k | $23.7M | 658 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BELTMANN GROUP HEALTH AND WELFARE PLAN | Mixed | MEDICA INSURANCE COMPANY | $4.5M | 371 | 2025 |
Retirement plans
Welfare plans