Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEACON GROUP, INC.
EIN 86-0107976non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$13.2M assets
Welfare
1
$22.3M premiums
Participants
1,445
308 W GLENN ST - TUCSON, AZ 857054433520-622-4874beacongroup.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $13.2M assets / 1,153 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $22.3M premiums / 385 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$21.0M
- Health$1.3M
- Prescription drug$1.3M
- Life$164K
- Short-term disability$164K
- Long-term disability$164K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- METROPOLITAN LIFE INSURANCE COMPANY93%
- BLUE CROSS OF CALIFORNIA6%
- SUN LIFE ASSURANCE COMPANY OF CANADA1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC.
401k
Assets$12.8M
Participants782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
403(B) TAX-DEFERRED ANNUITY PLAN OF BEACON GROUP, INC.
403b
Assets$401K
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BEACON GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$22.3M
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC. | 401k | $12.8M | 782 | 2025 | |
| 002 | 403(B) TAX-DEFERRED ANNUITY PLAN OF BEACON GROUP, INC. | 403b | $401K | 371 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BEACON GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN GENERAL INSURANCE COMPANY | $22.3M | 385 | 2025 |
Retirement plans
Welfare plans