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Sponsor portfolio

BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC

EIN 63-0958760-legal services-Latest filing 2025
Plans
2
Retirement
1
$62.8M assets
Welfare
1
$4.1M premiums
Participants
668
218 COMMERCE STREET - MONTGOMERY, AL 36104334-269-2343LinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#001401k-$62.8M - 347 part#503Fully Insured-$4.1M - 485 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Prescription drug$3.4M
  • Other$623K
  • Life$198K
  • Long-term disability$198K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • OPTIMED10%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • TELADOC0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • COBBS ALLEN & HALL INC67%
  • LAKESHORE BENEFIT ALLIANCE LLC23%
  • NEVAEH INSURANCE SOLUTIONS10%
  • HARMON DENNIS BRADSHAW INC0%
Total $126K4 slices

Plan deep-dives

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

BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN

401k

Assets$62.8M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BEASLEY, ALLEN, CROW, METHVIN, PORTIS, & MILES, P.C. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$4.1M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PC 401(K) PROFIT SHARING PLAN401k$62.8M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BEASLEY, ALLEN, CROW, METHVIN, PORTIS, & MILES, P.C. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$4.1M4852025
Retirement plans
Welfare plans
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