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Sponsor portfolio

BEVERIDGE & DIAMOND, P.C.

EIN 52-1247549-law practice-Latest filing 2025
Plans
4
Retirement
2
$172.6M assets
Welfare
2
$6.1M premiums
Participants
908
1900 N STREET, NW, SUITE 100 - WASHINGTON, DC 20036202-789-6000bdlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$136.5M - 229 part#002401k-$36.1M - 115 part#501Fully Insured-$6.1M - 410 lives#507Fully Insured-$4K - 281 lives

Retirement portfolio analytics

2 plans aggregated / $172.6M assets / 344 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • & TRUST 'A' (#001)79%
  • & TRUST 'B' (#002)21%
Total $172.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & TRUST 'A' (#001)229
  • & TRUST 'B' (#002)115
Total 344Click row to drill in

Benefits portfolio analytics

2 plans / $6.1M premiums / 691 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Other$756K
  • Life$652K
  • Short-term disability$602K
  • Long-term disability$602K
  • Dental$217K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $205K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A'

401k

Assets$136.5M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'B'

401k

Assets$36.1M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEVERIDGE & DIAMOND PC WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.1M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

BEVERIDGE & DIAMOND, P.C. BUSINESS TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$4K
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A'401k$136.5M2292024
002BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'B'401k$36.1M1152024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEVERIDGE & DIAMOND PC WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.1M4102025
507BEVERIDGE & DIAMOND, P.C. BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredACE AMERICAN INSURANCE COMPANY$4K2812025
Retirement plans
Welfare plans
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