Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
BEACON POINTE ADVISORS LLC
BEACON POINTE ADVISORS LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0636826 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 559 | December | $37,941 |
| DELTA DENTAL OF CALIFORNIA | Dental | 959 | December | $31,669 |
| UNUM INSURANCE COMPANY | — | 73 | December | $5,768 |
| STARMOUNT LIFE INSURANCE COMPANY | Vision | 348 | December | $4,185 |
Questions
Who is BEACON POINTE ADVISORS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BEACON POINTE ADVISORS LLC's broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does BEACON POINTE ADVISORS LLC use?
BEACON POINTE ADVISORS LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does BEACON POINTE ADVISORS LLC's group plan renew?
The most recent Schedule A policy period for BEACON POINTE ADVISORS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BEACON POINTE ADVISORS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.