Sponsor portfolioTH

BEACON ORAL SPECIALISTS MANAGEMENT LLC

EIN 85-1997699hospital & health careLatest filing 2025

Plans

Retirement

$54.0M assets

Welfare

$8.1M premiums

Participants

2,424

12770 MERIT DRIVE, SUITE 800 - DALLAS, TX 75251214-974-7150beaconoralspecialists.comLinkedIn501-1000 employeeshospital & health care

Plans on this EIN

2 filings

#001ProfitSharing-$54.0M - 1,287 part #501Fully Insured-$8.1M - 1,129 lives

Benefits portfolio analytics

1 plan / $8.1M premiums / 1,129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$7.0M
Prescription drug$7.0M
Other$569K
Dental$472K
Life$361K
Short-term disability$361K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

74%top

BLUE CROSS OF CALIFORNIA74%
KAISER FOUNDATION HEALTH PLAN INC10%
UNUM LIFE INSURANCE COMPANY OF AMERICA7%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
HAWAII MEDICAL SERVICE ASSOCIATION2%
+1 more

Broker market share

Schedule A broker compensation

Split broker

97%top

LOCKTON COMPANIES, LLC97%
THE PLEXUS GROUPE LLC3%
AGM BENEFITS1%

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 ORAL SPECIALISTS 401(K) PLAN

ProfitSharing

Assets$54.0M

Participants1,287

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501