PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BERLITZ CORPORATION
Sponsor portfolioTH

BERLITZ CORPORATION

EIN 13-3550016-higher education-Latest filing 2024
Plans
2
Retirement
1
$74.8M assets
Welfare
1
$196K premiums
Participants
1,202
7 ROSZEL ROAD - PRINCETON, NJ 08540609-759-5341berlitz.comLinkedIn5001-10000 employeeshigher education
Plans on this EIN
2 filings
#001401k-$74.8M - 1,034 part#509Mixed-$196K - 168 lives

Benefits portfolio analytics

1 plan / $196K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$88K
  • Other$41K
  • Life$36K
  • Long-term disability$24K
  • Short-term disability$10K
  • Vision$9K
Total $196K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY98%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $196K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • AFORE INSURANCE SERVICES LLC69%
  • PROFESSIONAL GROUP PLANS INC30%
  • SA BENEFIT SERVICES1%
Total $31K3 slices

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 BERLITZ CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$74.8M
Participants1,034
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

BERLITZ CORPORATION GROUP INSURANCE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$196K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BERLITZ CORPORATION RETIREMENT SAVINGS PLAN401k$74.8M1,0342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509BERLITZ CORPORATION GROUP INSURANCE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$196K1682024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica