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Sponsor portfolio

BERKSHIRE PARTNERS, LLC

EIN 04-2911958-financial services-Latest filing 2025
Plans
3
Retirement
2
$136.4M assets
Welfare
1
$486K premiums
Participants
744
200 CLARENDON ST, 35TH FLOOR - BOSTON, MA 02116617-227-0050berkshirepartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$122.4M - 343 part#003ProfitSharing-$14.0M - 162 part#511Mixed-$486K - 236 lives

Retirement portfolio analytics

2 plans aggregated / $136.4M assets / 505 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • LLC RETIREMENT PLAN (#002)90%
  • PROFIT SHARING PLAN (#003)10%
Total $136.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#002)343
  • PROFIT SHARING PLAN (#003)162
Total 505Click row to drill in

Benefits portfolio analytics

1 plan / $486K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$362K
  • Life$269K
  • Long-term disability$242K
  • Vision$123K
Total $486K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA75%
  • VISION SERVICE PLAN25%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $486K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • WILLIS TOWERS WATSON US LLC83%
  • AGIS NETWORK INSURANCE SERVICE17%
Total $41K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BERKSHIRE PARTNERS LLC RETIREMENT PLAN

401k

Assets$122.4M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLAN

ProfitSharing

Assets$14.0M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

BERKSHIRE PARTNERS LLC GROUP BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$486K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BERKSHIRE PARTNERS LLC RETIREMENT PLAN401k$122.4M3432024
003BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLANProfitSharing$14.0M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511BERKSHIRE PARTNERS LLC GROUP BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$486K2362025
Retirement plans
Welfare plans
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