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Sponsor portfolio

THE BEATITUDES CAMPUS

EIN 86-0192846-hospitality-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$1.0M premiums
Participants
279
1610 WEST GLENDALE AVENUE - PHOENIX, AZ 85021602-995-6114beatitudescampus.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#001403b-$2.4M - 177 part#501Fully Insured-$1.0M - 132 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$899K
  • Prescription drug$899K
  • Other$78K
  • Life$77K
  • Short-term disability$77K
  • Long-term disability$77K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LOCKTON COMPANIES, LLC86%
  • BLUE CROSS BLUE SHIELD OF FLORIDA13%
  • CASSANDRA GREEN0%
  • SHARON OKONIEWSKI0%
Total $37K4 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

BEATITUDES CAMPUS 403(B) PLAN

403b

Assets$2.4M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BEATITUDES CAMPUS PREMIUM CONVERSION FLEXIBLE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.0M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEATITUDES CAMPUS 403(B) PLAN403b$2.4M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BEATITUDES CAMPUS PREMIUM CONVERSION FLEXIBLE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.0M1322025
Retirement plans
Welfare plans
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