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Sponsor portfolio

BERKELEY EDUCATIONAL SERVICES OF NJ INC

EIN 22-2810633-Latest filing 2025
Plans
2
Retirement
1
$108.1M assets
Welfare
1
$405K premiums
Participants
1,161
P.O. BOX 440 - LITTLE FALLS, NJ 07424973-278-5693
Plans on this EIN
2 filings
#001401k-$108.1M - 796 part#501Mixed-$405K - 640 lives

Benefits portfolio analytics

1 plan / $405K premiums / 640 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$218K
  • Life$117K
  • Other$75K
  • Long-term disability$51K
  • Dental$20K
Total $405K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY52%
  • SHELTERPOINT LIFE INSURANCE COMPANY43%
  • AETNA LIFE INSURANCE COMPANY5%
Total $405K3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • USI INSURANCE SERVICES LLC50%
  • ASSUREDPARTNERS32%
  • REUBEN WARNER ASSOCIATES, INC.18%
Total $36K3 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

BERKELEY COLLEGE RETIREMENT PLAN

401k

Assets$108.1M
Participants796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERKELEY SCHOOL OF NJ WELFARE BENEFITS PLAN

Mixed - SHELTERPOINT LIFE INSURANCE COMPANY

Premiums$405K
Covered lives640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKELEY COLLEGE RETIREMENT PLAN401k$108.1M7962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERKELEY SCHOOL OF NJ WELFARE BENEFITS PLANMixedSHELTERPOINT LIFE INSURANCE COMPANY$405K6402025
Retirement plans
Welfare plans
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