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Sponsor portfolio

BEACON CAPITAL PARTNERS, LLC

EIN 04-3506116-real estate-Latest filing 2025
Plans
2
Retirement
1
$71.8M assets
Welfare
1
$2.9M premiums
Participants
285
200 STATE ST., 5TH FL. - BOSTON, MA 02109617-457-0425beaconcapital.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$71.8M - 169 part#501Fully Insured-$2.9M - 269 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$167K
  • Other$115K
  • Life$106K
  • Long-term disability$64K
  • Vision$21K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • AETNA LIFE INSURANCE COMPANY0%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BEACON CAPITAL PARTNERS, LLC 401(K) PLAN

401k

Assets$71.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEACON CAPITAL PARTNERS, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$2.9M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEACON CAPITAL PARTNERS, LLC 401(K) PLAN401k$71.8M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEACON CAPITAL PARTNERS, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$2.9M2692025
Retirement plans
Welfare plans
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