Beaulieu Financial Group
Warwick, RI
Beaulieu Financial Group of Warwick, RI is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $8,505 in reported broker commissions (plan year 2025).
Quick answer
Beaulieu Financial Group (Warwick, RI) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Beaulieu Financial Group have?
- Beaulieu Financial Group is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Beaulieu Financial Group's largest employer clients?
- By plan participants, the largest include Dimeo Construction Company (183 participants) and Delta Dental Of Rhode Island (134 participants).
- How much does Beaulieu Financial Group earn in commissions?
- Insurers reported $8,505 in broker commissions paid to Beaulieu Financial Group for plan year 2025, per Schedule A Part 1.
- Where is Beaulieu Financial Group located?
- Beaulieu Financial Group is based in Warwick, RI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Beaulieu Financial Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Dimeo Construction Company | RI | 183 | 2025-06-30 |
| Delta Dental Of Rhode Island | RI | 134 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.