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Sponsor portfolio

BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP

EIN 04-3017184-Latest filing 2025
Plans
2
Retirement
1
$69.8M assets
Welfare
1
$7.3M premiums
Participants
1,787
2 CENTER PLAZA SUITE 700 - BOSTON, MA 02108617-574-1100
Plans on this EIN
2 filings
#002401k-$69.8M - 1,057 part#506Fully Insured-$7.3M - 880 lives

Benefits portfolio analytics

1 plan / $7.3M premiums / 880 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Dental$6.5M
  • Vision$6.5M
  • Prescription drug$6.5M
  • Other$738K
  • Life$651K
  • +2 more
Total $7.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
  • HARTFORD LIFE AND ACCIDENT0%
Total $7.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $316K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN

401k

Assets$69.8M
Participants1,057
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$7.3M
Covered lives880
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN401k$69.8M1,0572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7.3M8802025
Retirement plans
Welfare plans
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