Filings through .
Berman & Simmons, P.A.
EIN 01-0315653law practiceLatest filing 2025
Plans
2
Retirement
1
$32.1M assets
Health & Benefits
1
Participants
158
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $0 premiums / 1 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BERMAN AND SIMMONS, P.A. 401(K) PROFIT SHARING PLAN
401(k)
Assets$32.1M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
BERMAN AND SIMMONS, P.A. 401(K) PROFIT SHARING PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$0
Covered lives1
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BERMAN AND SIMMONS, P.A. 401(K) PROFIT SHARING PLAN | 401(k) | $32.1M | 79 | 2025 |
- #001 · 401(k) · 202579
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | BERMAN AND SIMMONS, P.A. 401(K) PROFIT SHARING PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $0 | 1 | 2025 |
- #001 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20251
Retirement plans
Health & Benefits plans