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Sponsor portfolioWelfare / HealthEIN 27-4222275

BEYOND FINANCE, LLC.

1401 ENCLAVE PARKWAY, SUITE 200 · HOUSTON, TX 77077
7138559383
Plans filed
1
Years active
2018–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$26.5M
No prior year
Persons covered
3,573
No prior year
Total participants
2,662
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$26.5M
BEYOND FINANCE EMPLOYEE WELFARE BENEFIT PLAN
Fully insured3,573 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$25.4M24.3%
Prescription drug$25.4M24.3%
Dental$24.9M23.7%
Vision$24.9M23.7%
Life$1.0M1.0%
Short-term disability$1.0M1.0%
Long-term disability$1.0M1.0%
Other$1.0M1.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$25.4M96.1%123,573
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LSTDLTDOth
$1.0M3.9%113,535
HARTFORD LIFE AND ACCIDENT
EIN 060833648
$00.0%112,738

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CARELIASTAR LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, AETNA LIFE INSURANCE CO.$57K$95K$152K96.3%1
ADP, INC.BOSTON, MARELIASTAR LIFE INSURANCE COMPANY$0$6K$6K3.7%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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