Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Dental$3.0M
- Long-term disability$75K
- Other$64K
- Life$49K
- Vision$25K
- +1 more
Sponsor portfolio
BEACH POINT CAPITAL MANAGEMENT LP
EIN 80-0242162investment managementLatest filing 2024
Plans
2
Retirement
1
$60.1M assets
Welfare
1
$3.4M premiums
Participants
359
1620 26TH STREET, SUITE 6000N - SANTA MONICA, CA 90404310-996-9700beachpoint.capitalLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 331 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
94%top
- PANORAMA RISK & INSURANCE SOLUTIONS94%
- PROFESSIONAL GROUP PLANS INC4%
- EDGEWOOD PARTNERS INSURANCE CENTER2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEACH POINT CAPITAL 401(K) PLAN
401k
Assets$60.1M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEACH POINT CAPITAL MANAGEMENT LP HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$3.4M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEACH POINT CAPITAL 401(K) PLAN | 401k | $60.1M | 198 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEACH POINT CAPITAL MANAGEMENT LP HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $3.4M | 331 | 2024 |
Retirement plans
Welfare plans