Assets by plan
Share of aggregate retirement assets
- LLC RETIREMENT PLAN (#002)$143.2M
Filings through .
Berkshire Partners LLC
EIN 04-2911958financial servicesLatest filing 2025
Plans
3
Retirement
2
$160.3M assets
Health & Benefits
1
$486K premiums
Participants
776
200 CLARENDON ST, 35TH FLOOR - BOSTON, MA 02116617-227-0050berkshirepartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $160.3M assets / 537 participants
Participants by plan
Active + retired + deferred vested
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
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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#002
BERKSHIRE PARTNERS LLC RETIREMENT PLAN
401(k)
Assets$143.2M
Participants371
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLAN
Profit-sharing
Assets$17.1M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
BERKSHIRE PARTNERS LLC GROUP BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$486K
Covered lives236
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BERKSHIRE PARTNERS LLC RETIREMENT PLAN | 401(k) | $143.2M | 371 | 2025 |
| #003 | BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLAN | Profit-sharing | $17.1M | 166 | 2025 |
- #002 · 401(k) · 2025371
- #003 · Profit-sharing · 2025166
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | BERKSHIRE PARTNERS LLC GROUP BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $486K | 236 | 2025 |
- #511 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025236
Retirement plans
Health & Benefits plans