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  2. BHS MANAGEMENT SERVICES INC.
Sponsor portfolio

BHS MANAGEMENT SERVICES INC.

EIN 04-2442944-medical practice-Latest filing 2024
Plans
2
Retirement
1
$693.6M assets
Welfare
1
$3.0M premiums
Participants
9,624
725 NORTH STREET - PITTSFIELD, MA 01201413-447-2785LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003403b-$693.6M - 5,982 part#510Mixed-$3.0M - 3,721 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 3,721 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • Other$2.5M
  • Vision$290K
  • Health$124K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
  • BLUE CROSS OF CALIFORNIA10%
  • HARTFORD LIFE AND ACCIDENT4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DIGITAL INSURANCE LLC97%
  • MOUNTAIN ONE INSURANCE AGENCY, INC.3%
Total $391K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BHS PARTNERSHIP 403B PENSION PLAN

403b

Assets$693.6M
Participants5,982
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BERKSHIRE HEALTH SYSTEMS, INC. CONSOLIDATED WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.0M
Covered lives3,721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BHS PARTNERSHIP 403B PENSION PLAN403b$693.6M5,9822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BERKSHIRE HEALTH SYSTEMS, INC. CONSOLIDATED WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3.0M3,7212024
Retirement plans
Welfare plans
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