401k Plan data: BEACON POINTE 401(K) PLAN plan

BEACON POINTE 401(K) PLAN 401k Plan overview

Plan Name	BEACON POINTE 401(K) PLAN
Plan identification number	001

BEACON POINTE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BEACON POINTE ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BEACON POINTE ADVISORS, LLC

Employer identification number (EIN): 270636826

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON POINTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHANNON EUSEY 2023-10-12
001 2021-01-01 SHANNON EUSEY 2022-10-16
001 2020-01-01 SHANNON EUSEY 2021-10-13
001 2020-01-01 SHANNON EUSEY 2021-12-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SHANNON EUSEY	2023-10-12
001	2021-01-01	SHANNON EUSEY	2022-10-16
001	2020-01-01	SHANNON EUSEY	2021-10-13
001	2020-01-01	SHANNON EUSEY	2021-12-13

Plan Statistics for BEACON POINTE 401(K) PLAN

401k plan membership statisitcs for BEACON POINTE 401(K) PLAN

Measure Date Value
2022: BEACON POINTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 382
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 50
Total of all active and inactive participants 2022-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 432
Number of participants with account balances 2022-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 26
2021: BEACON POINTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 274
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 315
Number of participants with account balances 2021-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: BEACON POINTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 177
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: BEACON POINTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	382
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	50
Total of all active and inactive participants	2022-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	432
Number of participants with account balances	2022-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	26
2021: BEACON POINTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	274
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	315
Number of participants with account balances	2021-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: BEACON POINTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	177
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on BEACON POINTE 401(K) PLAN

Measure	Date	Value
2022 : BEACON POINTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$6,280,291
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$567,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$506,515
Expenses. Certain deemed distributions of participant loans	2022-12-31	$16,792
Value of total corrective distributions	2022-12-31	$13,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,586,511
Value of total assets at end of year	2022-12-31	$27,512,827
Value of total assets at beginning of year	2022-12-31	$21,800,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$30,804
Total interest from all sources	2022-12-31	$15,158
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$741,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$741,339
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,637,486
Participant contributions at end of year	2022-12-31	$220,036
Participant contributions at beginning of year	2022-12-31	$258,164
Participant contributions at end of year	2022-12-31	$93,408
Participant contributions at beginning of year	2022-12-31	$199,749
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,436,400
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,036,418
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,681,674
Other income not declared elsewhere	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$6
Total non interest bearing cash at beginning of year	2022-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$5,712,414
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,512,827
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,800,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,608,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,716,604
Interest on participant loans	2022-12-31	$10,303
Interest earned on other investments	2022-12-31	$4,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,133,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$540,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,062,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,267,351
Employer contributions (assets) at end of year	2022-12-31	$20,872
Employer contributions (assets) at beginning of year	2022-12-31	$48,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$506,515
Contract administrator fees	2022-12-31	$30,804
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : BEACON POINTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,842,018
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$931,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$829,308
Expenses. Certain deemed distributions of participant loans	2021-12-31	$78,774
Value of total corrective distributions	2021-12-31	$4,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,298,651
Value of total assets at end of year	2021-12-31	$21,800,413
Value of total assets at beginning of year	2021-12-31	$13,889,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,479
Total interest from all sources	2021-12-31	$22,244
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$901,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$901,196
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,942,367
Participant contributions at end of year	2021-12-31	$258,164
Participant contributions at beginning of year	2021-12-31	$265,689
Participant contributions at end of year	2021-12-31	$199,749
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,036,418
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,721,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$41,549
Total non interest bearing cash at end of year	2021-12-31	$3
Total non interest bearing cash at beginning of year	2021-12-31	$234,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,910,798
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,800,413
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,889,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,716,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,802,734
Interest on participant loans	2021-12-31	$16,507
Interest earned on other investments	2021-12-31	$5,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$533,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$533,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$540,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,578,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$634,354
Employer contributions (assets) at end of year	2021-12-31	$48,797
Employer contributions (assets) at beginning of year	2021-12-31	$53,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$829,308
Contract administrator fees	2021-12-31	$18,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : BEACON POINTE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,985
Total income from all sources (including contributions)	2020-12-31	$3,535,162
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$294,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$292,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,141,259
Value of total assets at end of year	2020-12-31	$13,836,344
Value of total assets at beginning of year	2020-12-31	$10,612,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,316
Total interest from all sources	2020-12-31	$13,608
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$546,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$546,507
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,702,322
Participant contributions at end of year	2020-12-31	$265,593
Participant contributions at beginning of year	2020-12-31	$269,804
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$23,109
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$50,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$15,985
Other income not declared elsewhere	2020-12-31	$-20,044
Total non interest bearing cash at end of year	2020-12-31	$234,343
Total non interest bearing cash at beginning of year	2020-12-31	$20,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,240,282
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,836,344
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,596,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,802,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,707,297
Interest on participant loans	2020-12-31	$11,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$533,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$585,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$585,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$853,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$387,957
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$5,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$292,564
Contract administrator fees	2020-12-31	$2,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH + BROWN, PC
Accountancy firm EIN	2020-12-31	222027092

Form 5500 Responses for BEACON POINTE 401(K) PLAN

2022: BEACON POINTE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BEACON POINTE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BEACON POINTE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814388

Policy instance

Insurance contract or identification number	814388
Number of Individuals Covered	432
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814388

Policy instance

Insurance contract or identification number	814388
Number of Individuals Covered	315
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BEACON POINTE ADVISORS, LLC
Employer identification number (EIN):	270636826
NAIC Classification:	523900