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Sponsor portfolio

BEACON SPECIALIZED LIVING SERVICES, INC.

EIN 38-3411707-mental health care-Latest filing 2024
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$10.5M premiums
Participants
4,850
890 N. 10TH STREET, SUITE 110 - KALAMAZOO, MI 49009269-427-8400beaconspecialized.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001401k-$15.7M - 2,964 part#501Fully Insured-$10.5M - 2,350 lives

Benefits portfolio analytics

1 plan / $10.5M premiums / 2,350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.4M
  • Prescription drug$9.4M
  • Other$621K
  • Short-term disability$474K
  • Dental$432K
  • Vision$432K
  • +1 more
Total $10.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • AFLAC5%
  • STARMOUNT LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $10.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • BRIAN CARRAGHER50%
  • THOMPSON FLANAGAN BENEFITS GROUP35%
  • ROBERT L PARSONS3%
  • SAMANTHA SEDLAK3%
  • LAURA E MCCALLY3%
  • +3 more
Total $540K8 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 SPECIALIZED LIVING 401(K) PLAN

401k

Assets$15.7M
Participants2,964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEACON SPECIALIZED LIVING SERVICES, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$10.5M
Covered lives2,350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEACON SPECIALIZED LIVING 401(K) PLAN401k$15.7M2,9642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEACON SPECIALIZED LIVING SERVICES, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$10.5M2,3502024
Retirement plans
Welfare plans
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