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Sponsor portfolio

FRATELLI BERETTA USA, INC.

EIN 22-3545086-food production-Latest filing 2024
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$1.3M premiums
Participants
440
750 CLARK DRIVE - MOUNT OLIVE, NJ 07828973-585-5813fratelliberettausa.comLinkedIn201-500 employeesfood production
Plans on this EIN
2 filings
#002401k-$7.3M - 314 part#501Fully Insured-$1.3M - 126 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$732K
  • Prescription drug$732K
  • Vision$549K
  • Life$549K
  • Long-term disability$549K
  • Other$549K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • CALIFORNIA PHYSICIANS SERVICE57%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA43%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BURNHAM BENEFITS INSURANCE SERVICES100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FRATELLI BERETTA USA, INC. 401(K) PLAN

401k

Assets$7.3M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRATELLI BERETTA USA, INC. HEALTH & WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.3M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FRATELLI BERETTA USA, INC. 401(K) PLAN401k$7.3M3142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRATELLI BERETTA USA, INC. HEALTH & WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.3M1262024
Retirement plans
Welfare plans
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