Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $9.4M assets / 95 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $346K premiums / 37 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - UNITEDHEALTH CARE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BEACON 401K TRUST | 401(k) | $7.3M | 1 | 2025 |
| #002 | BEACON TECHNOLOGY SOLUTIONS INC | 401(k) | $2.1M | 94 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BEACON TECHNOLOGY SOLUTIONS INC DBA CLOSETS BY DESIGN OF THE FIRST COAST HEALTH AND WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTH CARE | $346K | 37 | 2025 |