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Sponsor portfolioWelfare / HealthEIN 27-0636826
BEACON POINTE ADVISORS LLC
24 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA 92660
9494787416
- Plans filed
- 1
- Years active
- 2021–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$636K
No prior year
Persons covered
959
No prior year
Total participants
562
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $317K | 22.9% | |
| Other | $278K | 20.1% | |
| Life | $249K | 18.0% | |
| Short-term disability | $249K | 18.0% | |
| Long-term disability | $249K | 18.0% | |
| Vision | $42K | 3.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941461312 | D | $317K | 49.8% | 1 | 1 | 959 |
EIN 010278678 | LSTDLTDOth | $278K | 43.6% | 1 | 2 | 559 |
EIN 720977315 | V | $42K | 6.6% | 1 | 1 | 348 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF CALIFORNIA, UNUM INSURANCE COMPANY | $80K | $16K | $95K | 100.0% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan