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Form 5500 · Employee benefit plan · NEWPORT BEACH, CA

BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC of NEWPORT BEACH, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through STANDARD INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
STANDARD INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0636826 · plan 001 · as of Jul 2026

Participants
502
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
STANDARD INSURANCE COMPANY—628December$0

Questions

What insurance carrier does BEACON POINTE ADVISORS, LLC use?

BEACON POINTE ADVISORS, LLC's benefit plan is written through STANDARD INSURANCE COMPANY.

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.