Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$92K
- Life$83K
- Short-term disability$83K
- Long-term disability$83K
- Other$83K
- Vision$14K
Sponsor portfolio
BEYOND RISK MANAGEMENT, INC.
EIN 86-2818292Finance and InsuranceLatest filing 2025
Plans
5
Retirement
1
$870K assets
Welfare
4
$190K premiums
Participants
794
3101 NORTH CENTRAL AVENUE - PHOENIX, AZ 85012904-412-3231
Benefits portfolio analytics
4 plans / $190K premiums / 478 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- SUN LIFE ASSURANCE COMPANY OF CANADA56%
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
Broker market share
Schedule A broker compensation
33%top
- BEVCAP MANAGEMENT LLC33%
- BEV CAP MANAGEMENT LLC31%
- PROFESSIONAL GROUP PLANS INC24%
- CENTRO BENEFITS RESEARCH LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEYOND RISK 401(K) PLAN
401k
Assets$870K
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BEYOND RISK MANAGEMENT, INC. EMPLOYEE DENTAL INSURANCE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$92K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BEYOND RISK MANAGEMENT, INC. LIFE, AD&D AND DISABILITY INSURANCE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$83K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BEYOND RISK MANAGEMENT, INC. EMPLOYEE VISION INSURANCE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$14K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BEYOND RISK MANAGEMENT, INC. EMPLOYEE HEALTH INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEYOND RISK 401(K) PLAN | 401k | $870K | 132 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BEYOND RISK MANAGEMENT, INC. EMPLOYEE DENTAL INSURANCE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $92K | 163 | 2024 | |
| 504 | BEYOND RISK MANAGEMENT, INC. LIFE, AD&D AND DISABILITY INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $83K | 180 | 2024 | |
| 503 | BEYOND RISK MANAGEMENT, INC. EMPLOYEE VISION INSURANCE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | 135 | 2024 | |
| 501 | BEYOND RISK MANAGEMENT, INC. EMPLOYEE HEALTH INSURANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans