Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$901K
- Prescription drug$901K
Sponsor portfolio
BERG SENIOR SERVICES, LLC
EIN 10-0006094Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$901K premiums
Participants
271
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $901K premiums / 99 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- KAISER FOUNDATION HEALTH PLAN INC100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERG SENIOR SERVICES LLC 401K PS PLAN & TRUST
401k
Assets$12.4M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERG SENIOR SERVICES HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$901K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERG SENIOR SERVICES LLC 401K PS PLAN & TRUST | 401k | $12.4M | 190 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERG SENIOR SERVICES HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $901K | 99 | 2024 |
Retirement plans
Welfare plans