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Sponsor portfolio

BEACHFLEISCHMAN PLLC

EIN 86-0683059-accounting-Latest filing 2024
Plans
3
Retirement
2
$62.5M assets
Welfare
1
$710K premiums
Participants
649
P.O. BOX 64130 - TUCSON, AZ 857284130520-321-4600beachfleischman.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401k-$51.6M - 264 part#003CashBalance-$10.9M - 191 part#504Fully Insured-$710K - 210 lives

Retirement portfolio analytics

2 plans aggregated / $62.5M assets / 455 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • BEACHFLEISCHMAN, PLLC 401(K) (#001)83%
  • CASH BALANCE PLAN (#003)17%
Total $62.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • LINCOLN NATIONAL CORPORATION83%
  • (Not disclosed)17%
Total $62.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BEACHFLEISCHMAN, PLLC 401(K) (#001)264
  • CASH BALANCE PLAN (#003)191
Total 455Click row to drill in

Benefits portfolio analytics

1 plan / $710K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$467K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
  • Dental$87K
  • +1 more
Total $710K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $710K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MARSH & MCLENNAN AGENCY LLC54%
  • LOVITT AND TOUCHE, INC.24%
  • GIS BENEFITS INC11%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS9%
  • ASSUREDPARTNERS2%
  • +3 more
Total $119K8 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

BEACHFLEISCHMAN, PLLC 401(K) PLAN

401k

Assets$51.6M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

CashBalance

Assets$10.9M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BEACHFLEISCHMAN PLLC WELFARE BENEFITS WRAP PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$710K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BEACHFLEISCHMAN, PLLC 401(K) PLAN401k$51.6M2642024
003BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLANCashBalance$10.9M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BEACHFLEISCHMAN PLLC WELFARE BENEFITS WRAP PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$710K2102024
Retirement plans
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