Assets by plan
Share of aggregate retirement assets
Filings through .
Brailsford & Dunlavey, Inc.
EIN 52-1847085architecture & planningLatest filing 2025
Plans
3
Retirement
2
$52.7M assets
Health & Benefits
1
$591K premiums
Participants
1,683
1220 19TH STREET NW, SUITE 400 - WASHINGTON, DC 200364014202-266-3448bdconnect.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $52.7M assets / 1,512 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $591K premiums / 524 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$354K
- Dental$354K
- Life$203K
- Short-term disability$203K
- Long-term disability$203K
- Other$203K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN
401(k)
Assets$52.7M
Participants1,510
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BRAILSFORD & DUNLAVEY, INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$13K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BRAILSFORD & DUNLAVEY, INC WELFARE BENEFIT PLAN
Fully insured - CAREFIRST BLUECHOICE, INC.
Premiums$591K
Covered lives524
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN | 401(k) | $52.7M | 1,510 | 2025 |
| #002 | BRAILSFORD & DUNLAVEY, INC. CASH BALANCE PENSION PLAN | Cash balance | $13K | 2 | 2024 |
- #001 · 401(k) · 20251,510
- #002 · Cash balance · 20242
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BRAILSFORD & DUNLAVEY, INC WELFARE BENEFIT PLAN | Fully insured | CAREFIRST BLUECHOICE, INC. | $591K | 524 | 2025 |
- #501 · Fully insured · CAREFIRST BLUECHOICE, INC. · 2025524
Retirement plans
Health & Benefits plans