Plan Ledger DOL Form 5500 · updated monthly

Beacon Pointe Advisors LLCbenefits

Beacon Pointe Health and Welfare Benefit Plan · NEWPORT BEACH, CA · plan year 2024

Broker compensation reported · 2024
$95,424

Beacon Pointe Advisors LLC's benefits plans covered 561 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $95,424 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $170 per covered person, below the median for employer plans that report broker pay. Broker pay fell 6.5% from $102,091 in 2023.

Insurance contracts · 20244
STARMOUNT LIFE INSURANCE COMPANY · visionpremiums n/a · 348 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 959 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 559 covered
UNUM INSURANCE COMPANYpremiums n/a · 73 covered
Brokers & agents paid · 20241
MARSH AND MCLENNAN AGENCY$95,424 · incl $15,861 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 270636826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.