Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$134K
- Vision$134K
- Life$134K
- Short-term disability$134K
- +2 more
Sponsor portfolio
BEACON FUNDING CORPORATION
EIN 36-3719523financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$1.4M premiums
Participants
242
3400 DUNDEE RD STE 270 - NORTHBROOK, IL 600622320847-291-6494beaconfunding.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
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 FUNDING CORPORATION 401K PROFIT SHARING PLAN
401k
Assets$21.5M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEACON FUNDING CORPORATION HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEACON FUNDING CORPORATION 401K PROFIT SHARING PLAN | 401k | $21.5M | 79 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEACON FUNDING CORPORATION HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 163 | 2025 |
Retirement plans
Welfare plans