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Sponsor portfolio

BERRY DUNN MCNEIL & PARKER, LLC

EIN 01-0391345-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$139.5M assets
Welfare
1
$833K premiums
Participants
1,881
2211 CONGRESS STREET - PORTLAND, ME 04102207-541-2200
Plans on this EIN
2 filings
#001401k-$139.5M - 937 part#502Mixed-$833K - 898 lives

Benefits portfolio analytics

1 plan / $833K premiums / 898 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$351K
  • Health$135K
  • Long-term disability$108K
  • Other$100K
  • Vision$61K
Total $833K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • STANDARD INSURANCE COMPANY64%
  • HAWAII MEDICAL SERVICE ASSOCIATION15%
  • RED TREE INSURANCE COMPANY, INC.7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD6%
  • +1 more
Total $833K6 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CROSS BENEFIT SOLUTIONS69%
  • CROWN RISK MANAGEMENT, LLC16%
  • SUSAN G. MARGILOFF12%
  • COMBINED SERVICES LLC2%
  • MARIANO HUERTA1%
  • +1 more
Total $46K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERRYDUNN 401(K) PROFIT SHARING PLAN

401k

Assets$139.5M
Participants937
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BERRYDUNN GROUP HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$833K
Covered lives898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERRYDUNN 401(K) PROFIT SHARING PLAN401k$139.5M9372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BERRYDUNN GROUP HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$833K8982024
Retirement plans
Welfare plans
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