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Sponsor portfolioTH

BERKSHIRE SCHOOL, INC.

EIN 04-2121313-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$65.9M assets
Welfare
1
$214K premiums
Participants
680
245 NORTH UNDERMOUNTAIN ROAD - SHEFFIELD, MA 01257413-229-1230berkshireschool.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$65.9M - 502 part#506Mixed-$214K - 198 lives

Benefits portfolio analytics

1 plan / $214K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$104K
  • Life$97K
  • Long-term disability$97K
  • Other$97K
  • Vision$14K
Total $214K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • BLUE CROSS OF CALIFORNIA6%
Total $214K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $18K1 slice

Plan deep-dives

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

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL

403b

Assets$65.9M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE BERKSHIRE SCHOOL, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA

Premiums$214K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL403b$65.9M5022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE BERKSHIRE SCHOOL, INC. HEALTH AND WELFARE BENEFIT PLANMixedDENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA$214K1982025
Retirement plans
Welfare plans
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