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  1. Companies/
  2. BEACON SALES ACQUISITION, INC.
Sponsor portfolio

BEACON SALES ACQUISITION, INC.

EIN 36-4173366-Latest filing 2025
Plans
2
Retirement
1
$653.9M assets
Welfare
1
$10.5M premiums
Participants
9,580
505 HUNTMAR PARK DRIVE, SUITE 300 - HERNDON, VA 20170877-645-7663
Plans on this EIN
2 filings
#001401k-$653.9M - 9,580 part#501Fully Insured-$10.5M - 10,314 lives

Benefits portfolio analytics

1 plan / $10.5M premiums / 10,314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.0M
  • Life$3.8M
  • Long-term disability$2.3M
  • Short-term disability$1.6M
  • Vision$540K
  • Health$431K
  • +2 more
Total $10.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • STANDARD INSURANCE COMPANY90%
  • SPRING HEALTH5%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • EYEMED VISION CARE1%
Total $10.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • LOCKTON COMPANIES, LLC87%
  • ENROLLMENT BENEFIT CONCEPTS LLC12%
  • MERCER HEALTH AND BENEFITS, LLC2%
Total $826K3 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$10.5M
Covered lives10,314
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$10.5M10,3142025
Retirement plans
Welfare plans
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