Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$119K
- Vision$30K
- Life$30K
- Other$30K
Filings through .
Sponsor portfolio
Bertram Associates
EIN 22-2449020real estateLatest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$149K premiums
Participants
263
50 E. MT. PLEASANT AVENUE, SUITE 1 - LIVINGSTON, NJ 07039908-688-7711bertramandassociates.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $149K premiums / 169 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERTRAM ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.5M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BERTRAM ASSOCIATES EMPLOYEE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$149K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERTRAM ASSOCIATES 401(K) PROFIT SHARING PLAN | 401(k) | $2.5M | 48 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BERTRAM ASSOCIATES EMPLOYEE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $149K | 169 | 2025 |
Retirement plans
Welfare plans