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  2. Beachfleischman PLLC
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

Beachfleischman PLLC

EIN 86-0683059-accounting-Latest filing 2025
Plans
3
Retirement
2
$63.9M assets
Health & Benefits
1
$1.2M premiums
Participants
485
P.O. BOX 64130 - TUCSON, AZ 857284130520-321-4600beachfleischman.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401(k)-$63.9M - 281 part#003Cash balance-$10K - 1 part#504Fully insured-$1.2M - 190 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $63.9M assets / 282 participants

Assets by plan

Share of aggregate retirement assets

  • BEACHFLEISCHMAN, PLLC 401(K) (#001)$63.9M
  • CASH BALANCE PLAN (#003)$10K
Total $63.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • LINCOLN FINANCIAL ADVISORS CORP$63.9M
  • (Not disclosed)$10K
Total $63.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BEACHFLEISCHMAN, PLLC 401(K) (#001)281
  • CASH BALANCE PLAN (#003)1
Total 282Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$944K
  • Life$153K
  • Short-term disability$153K
  • Long-term disability$153K
  • Dental$100K
  • Vision$100K
Total $1.2M6 rows
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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

BEACHFLEISCHMAN, PLLC 401(K) PLAN

401(k)

Assets$63.9M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

Cash balance

Assets$10K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

BEACHFLEISCHMAN PLLC WELFARE BENEFITS WRAP PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives190
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BEACHFLEISCHMAN, PLLC 401(K) PLAN401(k)$63.9M2812025
#003BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLANCash balance$10K12025
  • BEACHFLEISCHMAN, PLLC 401(K) PLAN$63.9M
    #001 · 401(k) · 2025281
  • BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN$10K
    #003 · Cash balance · 20251

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504BEACHFLEISCHMAN PLLC WELFARE BENEFITS WRAP PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1902025
  • BEACHFLEISCHMAN PLLC WELFARE BENEFITS WRAP PLAN$1.2M
    #504 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025190
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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