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Sponsor portfolioWelfare / HealthEIN 86-2818292

BEYOND RISK MANAGEMENT, INC.

3101 N. CENTRAL AVE., SUITE 400 · PHOENIX, AZ 85012
6022006900
Plans filed
4
Years active
2023–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$190K
No prior year
Persons covered
478
No prior year
Total participants
662
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$92K
BEYOND RISK MANAGEMENT, INC. EMPLOYEE DENTAL INSURANCE PLAN
Fully insured163 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$83K
BEYOND RISK MANAGEMENT, INC. LIFE, AD&D AND DISABILITY INSURANCE PLAN
Fully insured180 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$14K
BEYOND RISK MANAGEMENT, INC. EMPLOYEE VISION INSURANCE PLAN
Fully insured135 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$0
BEYOND RISK MANAGEMENT, INC. EMPLOYEE HEALTH INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$92K21.0%
Life$83K18.9%
Short-term disability$83K18.9%
Long-term disability$83K18.9%
Other$83K18.9%
Vision$14K3.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$107K56.1%22298
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$83K43.9%11180

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BEVCAP MANAGEMENT LLCMCKINNEY, TXUNUM LIFE INSURANCE COMPANY OF AMERICA$11K$0$11K32.6%1
BEV CAP MANAGEMENT LLCMCKINNEY, TXSUN LIFE ASSURANCE COMPANY OF CANADA$11K$0$11K30.6%2
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$0$9K$9K24.4%3
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$0$4K$4K12.5%3

History & trajectory

2 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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