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Filings through Oct 24, 2026.

Berger Montague

EIN 23-2015918-legal services-Latest filing 2025
Plans
2
Retirement
1
$91.9M assets
Health & Benefits
1
$2.3M premiums
Participants
375
1818 MARKET STREET, SUITE 3600 - PHILADELPHIA, PA 19103215-875-3034bergermontague.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#002401(k)-$91.9M - 227 part#501Mixed-$2.3M - 268 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.3M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$274K
  • Vision$274K
  • Life$274K
  • +1 more
Total $2.3M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BERGER MONTAGUE RETIREMENT SAVINGS PLAN

401(k)

Assets$91.9M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BERGER MONTAGUE PC HEALTH & WELFARE PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$2.3M
Covered lives268
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BERGER MONTAGUE RETIREMENT SAVINGS PLAN401(k)$91.9M2272025
  • BERGER MONTAGUE RETIREMENT SAVINGS PLAN$91.9M
    #002 · 401(k) · 2025227

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BERGER MONTAGUE PC HEALTH & WELFARE PLANMixedINDEPENDENCE BLUE CROSS$2.3M2682025
  • BERGER MONTAGUE PC HEALTH & WELFARE PLAN$2.3M
    #501 · Mixed · INDEPENDENCE BLUE CROSS · 2025268
Retirement plans
Health & Benefits plans

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