Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$4.6M
- Vision$4.6M
- Other$125K
- Life$42K
- Long-term disability$27K
Sponsor portfolioTH
THE BERKELEY CARROLL SCHOOL
EIN 11-2611384primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$74.7M assets
Welfare
1
$4.7M premiums
Participants
876
181 LINCOLN PL - BROOKLYN, NY 112173702718-789-6060berkeleycarroll.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 335 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- ANTHEM LIFE INSURANCE COMPANY97%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- AUSTIN & CO INC99%
- GCG FINANCIAL LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BERKELEY CARROLL SCHOOL RETIREMENT PLAN
403b
Assets$74.7M
Participants663
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
THE BERKELEY CARROLL SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$4.7M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BERKELEY CARROLL SCHOOL RETIREMENT PLAN | 403b | $74.7M | 663 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | THE BERKELEY CARROLL SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS | $4.7M | 335 | 2025 |
Retirement plans
Welfare plans