PlanOptica

Beacon Path, Inc.

Mailing address (most recent filing)
26522 LA ALAMEDA, SUITE 210
MISSION VIEJO, CA 92691
Total comp
$400K
Commissions
$395K
Fees
$5K
Filings
3
Sponsors
3

Beacon Path, Inc. summary

Beacon Path, Inc. appears as a broker on 3 Form 5500 Schedule A filings for 3 employer sponsors. Insurers reported $400K in commissions and fees paid to Beacon Path, Inc.. Most client plans are sponsored in CA. The most common carriers in the book are Kaiser Permanente. The largest clients include Opal Services, Inc. and Mexi-Grill, LLC.

Primary-broker plans
2
Covered premium
$9.8M
Market share
0.003%
Of all reported broker comp

Top 2 client plans by premium

Plans where Beacon Path, Inc. is the primary broker on the latest filing

SponsorStatePremiumCovered
Opal Services, Inc.CA$4.3M469
Mexi-Grill, LLCCA$2.2M313

Top client states

  • CA2 plans

Frequently asked questions

Who uses Beacon Path, Inc.?
3 employer sponsors list Beacon Path, Inc. as a broker on Schedule A of Form 5500. The largest clients include Opal Services, Inc. and Mexi-Grill, LLC. Most client plans are sponsored in CA.
How many employer plans does Beacon Path, Inc. serve?
Beacon Path, Inc. appears on 3 Schedule A filings for 3 employer health and benefits plan sponsors.
How much does Beacon Path, Inc. earn?
Insurers reported $400K in total compensation paid to Beacon Path, Inc.: $395K in commissions and $5K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Beacon Path, Inc. analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-2 of 2 sponsors where Beacon Path, Inc. is the primary broker (latest filing per plan).

See 2 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan