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Sponsor portfolioWelfare / HealthEIN 80-0242162

BEACH POINT CAPITAL MANAGEMENT LP

1620 26TH STREET · SANTA MONICA, CA 90404
3109969700
Plans filed
4
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
395
No prior year
Total participants
176
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$3.2M
BEACH POINT CAPITAL MANAGEMENT LP HEALTH AND WELFARE BENEFITS PLAN
Fully insured395 covered·3 carriers
Primary: CALIFORNIA PHYSICIANS SERVICES
Plan #504$2.3M
HEALTH AND DENTAL PLAN
Fully insured105 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #503$26K
LONG TERM DISABILITY
Fully insured116 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$9K
SHORT TERM DISABILITY
Fully insured116 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.0M32.4%
Dental$3.0M32.4%
Prescription drug$3.0M32.4%
Long-term disability$81K0.9%
Other$68K0.7%
Life$52K0.6%
Vision$27K0.3%
Short-term disability$27K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxD
$3.0M93.7%11395
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$175K5.4%14176
VISION SERVICE PLAN
EIN 941632821
V
$27K0.8%11159

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PANORAMA RISK & INSURANCE SOLUTIONSENCINO, CALIFE INSURANCE COMPANY OF NORTH AMERICA, CALIFORNIA PHYSICIANS SERVICES, VISION SERVICE PLAN$39K$163K$202K72.5%1
AMWINSSAN MATEO, CACALIFORNIA PHYSICIANS SERVICES$63K$95$63K22.8%1
ARCHON LLCHAUPPAUGE, NYLIFE INSURANCE COMPANY OF NORTH AMERICA$0$12K$12K4.2%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYLIFE INSURANCE COMPANY OF NORTH AMERICA$0$1K$1K0.4%1

History & trajectory

7 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
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