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Sponsor portfolioTH

BEACON MOBILITY CORP.

EIN 46-5084167-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$89.4M assets
Welfare
1
$4.9M premiums
Participants
26,920
3700 EMBASSY PARKWAY SUITE 500 - AKRON, OH 44333617-240-6921LinkedIn10001+ employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$89.4M - 10,183 part#501Mixed-$4.9M - 17,044 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 17,044 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Life$2.4M
  • Short-term disability$2.4M
  • Long-term disability$2.4M
  • Dental$1.5M
  • Vision$1.5M
Total $4.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
  • METROPOLITAN LIFE INSURANCE COMPANY34%
  • AETNA LIFE INSURANCE COMPANY12%
  • TELUS HEALTH (US) LTD.5%
Total $4.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOCKTON COMPANIES, LLC80%
  • ANDREW H JENNINGS14%
  • JOHN SPETNER4%
  • BEACON MOBILITY CORP.1%
Total $529K4 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 MOBILITY TRANSPORTATION EMPLOYEE RETIREMENT PLAN

401k

Assets$89.4M
Participants10,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEACON MOBILITY HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.9M
Covered lives17,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEACON MOBILITY TRANSPORTATION EMPLOYEE RETIREMENT PLAN401k$89.4M10,1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEACON MOBILITY HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$4.9M17,0442024
Retirement plans
Welfare plans
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