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  2. BEYOND NEW HORIZONS, LLC
Sponsor portfolio

BEYOND NEW HORIZONS, LLC

EIN 92-3715267-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
3
$615.7M assets
Welfare
2
$16.6M premiums
Participants
5,194
100 KINDEL DRIVE, SUITE A-228 - ARNOLD AFB, TN 373891231931-454-3264
Plans on this EIN
5 filings
#334401k-$336.3M - 1,471 part#001TraditionalDB-$165.1M - 558 part#333401k-$114.3M - 811 part#501Fully Insured-$16.6M - 1,998 lives#502Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $615.7M assets / 2,840 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • LLC EMPLOYEES Savings (#334)55%
  • CONTRACTORS EMPLOYEE PENSION (#001)27%
  • EMPLOYEES RETIREMENT Savings (#333)19%
Total $615.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • THE VANGUARD GROUP, INC.73%
  • (Not disclosed)27%
Total $615.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC EMPLOYEES Savings (#334)1,471
  • EMPLOYEES RETIREMENT Savings (#333)811
  • CONTRACTORS EMPLOYEE PENSION (#001)558
Total 2,840Click row to drill in

Benefits portfolio analytics

2 plans / $16.6M premiums / 1,998 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.9M
  • Other$2.6M
  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • Dental$814K
  • +2 more
Total $16.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
  • DELTA DENTAL OF CALIFORNIA5%
  • STANDARD INSURANCE COMPANY1%
  • ARAG INSURANCE COMPANY1%
Total $16.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • AUSTIN JETT44%
  • THE BALDWIN GROUP WEST LLC39%
  • IBENEFIT COMMUNICATION LLC14%
  • ARMFIELD HARRISON & THOMAS2%
  • IMG0%
Total $840K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#334

BEYOND NEW HORIZONS, LLC EMPLOYEES SAVINGS PLAN

401k

Assets$336.3M
Participants1,471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AEDC CONTRACTORS EMPLOYEE PENSION PLAN

TraditionalDB

Assets$165.1M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

BEYOND NEW HORIZONS, LLC WAGE EMPLOYEES RETIREMENT SAVINGS PLAN

401k

Assets$114.3M
Participants811
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEYOND NEW HORIZONS LLC

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$16.6M
Covered lives1,998
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WAGE SEVERANCE ALLOWANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
334BEYOND NEW HORIZONS, LLC EMPLOYEES SAVINGS PLAN401k$336.3M1,4712025
001AEDC CONTRACTORS EMPLOYEE PENSION PLANTraditionalDB$165.1M5582025
333BEYOND NEW HORIZONS, LLC WAGE EMPLOYEES RETIREMENT SAVINGS PLAN401k$114.3M8112025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEYOND NEW HORIZONS LLCFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$16.6M1,9982025
502WAGE SEVERANCE ALLOWANCE PLANSelf Funded-$002025
Retirement plans
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