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  2. BEACON SALES ACQUISITION, INC.
Sponsor portfolio

BEACON SALES ACQUISITION, INC.

EIN 36-4173366-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$653.9M assets
Welfare
1
$10.6M premiums
Participants
17,117
505 HUNTMAR PARK DRIVE, SUITE 300 - HERNDON, VA 20170571-323-3948
Plans on this EIN
2 filings
#001401k-$653.9M - 9,580 part#501Fully Insured-$10.6M - 10,568 lives

Benefits portfolio analytics

1 plan / $10.6M premiums / 10,568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.0M
  • Life$3.6M
  • Long-term disability$2.1M
  • Short-term disability$1.5M
  • Vision$926K
  • Health$376K
  • +2 more
Total $10.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • STANDARD INSURANCE COMPANY87%
  • EYEMED VISION CARE5%
  • SPRING HEALTH4%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $10.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LOCKTON COMPANIES, LLC68%
  • ENROLLMENT BENEFIT CONCEPTS LLC32%
Total $1.3M2 slices

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 SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$653.9M
Participants9,580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEACON SALES HEALTH WELFARE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$10.6M
Covered lives10,568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN401k$653.9M9,5802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEACON SALES HEALTH WELFARE PLANFully InsuredSTANDARD INSURANCE COMPANY$10.6M10,5682024
Retirement plans
Welfare plans
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