Assets by plan
Share of aggregate retirement assets
Filings through .
Beacon Group, Inc.
EIN 86-0107976non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$13.2M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $13.2M assets / 1,153 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $22.3M premiums / 385 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC.
401(k)
Assets$12.8M
Participants782
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
403(B) TAX-DEFERRED ANNUITY PLAN OF BEACON GROUP, INC.
403(b)
Assets$401K
Participants371
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BEACON GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$22.3M
Covered lives385
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC. | 401(k) | $12.8M | 782 | 2025 |
| #002 | 403(B) TAX-DEFERRED ANNUITY PLAN OF BEACON GROUP, INC. | 403(b) | $401K | 371 | 2025 |
- #001 · 401(k) · 2025782
- #002 · 403(b) · 2025371
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Fully insured · METROPOLITAN GENERAL INSURANCE COMPANY · 2025385
Retirement plans
Health & Benefits plans