Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Health$2.0M
- Prescription drug$2.0M
- Dental$166K
- Vision$166K
- Life$105K
- +2 more
Sponsor portfolio
BERGER MONTAGUE
EIN 23-2015918legal servicesLatest filing 2024
Plans
2
Retirement
1
$78.5M assets
Welfare
1
$2.3M premiums
Participants
377
1818 MARKET STREET, SUITE 3600 - PHILADELPHIA, PA 19103215-875-3034bergermontague.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 294 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
78%top
- FLEXIBLE BENEFITS PLANS INC78%
- THOMPSON FLANAGAN BENEFITS GROUP17%
- WATCHTOWER BENEFITS, LLC3%
- NFP INSURANCE SERVICES INC2%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERGER MONTAGUE RETIREMENT SAVINGS PLAN
401k
Assets$78.5M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERGER MONTAGUE PC HEALTH & WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.3M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERGER MONTAGUE RETIREMENT SAVINGS PLAN | 401k | $78.5M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERGER MONTAGUE PC HEALTH & WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.3M | 294 | 2024 |
Retirement plans
Welfare plans