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Form 5500 · Employee benefit plan · CINCINNATI, OH

BEECHMONT INVESTMENTS, INC.

BEECHMONT INVESTMENTS, INC. of CINCINNATI, OH is a 176-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1125760 · plan 501 · as of Aug 2026

Participants
176
Carriers on file
4
Disclosed commissions
$28,188
Renewal month
December

Plan brief

Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 314 people.

Reported premium across the insured contracts is $1,880,349, with $28,188 in disclosed broker commissions — about 1.5% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

MARSH AND MCLENNAN AGENCY is the broker of record on all 4 contracts.

4 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, SUPERIOR DENTAL CARE and NATIONAL VISION ADMINISTRATORS LLC — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE AND ACCIDENTLife, Disability116December$157,551$23,596
SUPERIOR DENTAL CAREDental188December$76,538$3,703
NATIONAL VISION ADMINISTRATORS LLCVision255December$8,890$889
UNITEDHEALTHCARE INSURANCE COMPANYHealth314December$1,637,370$0

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