Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$471K
- Life$446K
- Short-term disability$446K
- Long-term disability$446K
- Vision$74K
Sponsor portfolio
BG-IC, LLC
EIN 16-1758404real estateLatest filing 2024
Plans
2
Retirement
1
$110.4M assets
Welfare
1
$546K premiums
Participants
2,363
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $546K premiums / 1,260 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- STANDARD INSURANCE COMPANY82%
- EYEMED VISION CARE14%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
99%top
- USI INSURANCE SERVICES LLC99%
- REUBEN WARNER ASSOCIATES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERKSHIRE GROUP 401(K) PLAN
401k
Assets$110.4M
Participants1,575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
BERKSHIRE GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$546K
Covered lives1,260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERKSHIRE GROUP 401(K) PLAN | 401k | $110.4M | 1,575 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | BERKSHIRE GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $546K | 1,260 | 2024 |
Retirement plans
Welfare plans