Assets by plan
Share of aggregate retirement assets
- & TRUST 'A' (#001)$153.3M
- & TRUST 'B' (#002)$43.6M
Filings through .
Beveridge & Diamond, P.C.
EIN 52-1247549law practiceLatest filing 2025
Plans
4
Retirement
2
$196.9M assets
Health & Benefits
2
$6.1M premiums
Participants
933
1900 N STREET, NW, SUITE 100 - WASHINGTON, DC 20036202-789-6000bdlaw.comLinkedIn201-500 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $196.9M assets / 369 participants
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A'
401(k)
Assets$153.3M
Participants210
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'B'
401(k)
Assets$43.6M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BEVERIDGE & DIAMOND PC WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$6.1M
Covered lives410
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
BEVERIDGE & DIAMOND, P.C. BUSINESS TRAVEL ACCIDENT INSURANCE PLAN
Fully insured - ACE AMERICAN INSURANCE COMPANY
Premiums$4K
Covered lives281
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A' | 401(k) | $153.3M | 210 | 2025 |
| #002 | BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'B' | 401(k) | $43.6M | 159 | 2025 |
- #001 · 401(k) · 2025210
- #002 · 401(k) · 2025159
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BEVERIDGE & DIAMOND PC WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $6.1M | 410 | 2025 |
| #507 | BEVERIDGE & DIAMOND, P.C. BUSINESS TRAVEL ACCIDENT INSURANCE PLAN | Fully insured | ACE AMERICAN INSURANCE COMPANY | $4K | 281 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025410
- #507 · Fully insured · ACE AMERICAN INSURANCE COMPANY · 2025281
Retirement plans
Health & Benefits plans