Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$576K
- Stop-loss$367K
- Life$265K
- Dental$209K
- Vision$209K
- Short-term disability$209K
- +2 more
Sponsor portfolio
BEHOLD WASHINGTON, LLC
EIN 82-5247068Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$633K premiums
Participants
610
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $633K premiums / 262 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- SUN LIFE ASSURANCE COMPANY OF CANADA58%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
82%top
- ROSS & YERGER INSURANCE INC82%
- COWLEY INSURANCE SERVICES INC13%
- FRANK WOODWARD CRAIG2%
- ROBBINS RESEARCH AND PLANNING INC2%
- JASON RYAN SHEFFIELD0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEHOLD WASHINGTON 401(K) PLAN
401k
Assets$2.7M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEHOLD WASHINGTON, LLC
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$633K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEHOLD WASHINGTON 401(K) PLAN | 401k | $2.7M | 348 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEHOLD WASHINGTON, LLC | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $633K | 262 | 2025 |
Retirement plans
Welfare plans