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Sponsor portfolio

BEAZLEY USA SERVICES, INC.

EIN 83-0363539-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$160.9M assets
Welfare
1
$11.8M premiums
Participants
2,245
65 MEMORIAL ROAD, SUITE 320 - WEST HARTFORD, CT 06107860-677-3785
Plans on this EIN
2 filings
#001401k-$160.9M - 1,260 part#501Mixed-$11.8M - 1,680 lives

Benefits portfolio analytics

1 plan / $11.8M premiums / 1,680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$11.1M
  • Health$11.0M
  • Dental$11.0M
  • Prescription drug$11.0M
  • Life$744K
  • Long-term disability$744K
  • +1 more
Total $11.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • EYEMED VISION CARE1%
Total $11.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $218K1 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

BEAZLEY USA SERVICES, INC. 401(K) PLAN

401k

Assets$160.9M
Participants1,260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAZLEY USA SERVICES, INC. WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$11.8M
Covered lives1,680
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEAZLEY USA SERVICES, INC. 401(K) PLAN401k$160.9M1,2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAZLEY USA SERVICES, INC. WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$11.8M1,6802024
Retirement plans
Welfare plans
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