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Sponsor portfolio

BERKSHIRE SYSTEMS GROUP, INC

EIN 23-2218930-facilities services-Latest filing 2024
Plans
3
Retirement
1
$19.6M assets
Welfare
2
$800K premiums
Participants
429
50 SOUTH MUSEUM ROAD - READING, PA 19607610-775-1200bsgi.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
3 filings
#001401k-$19.6M - 170 part#501Self Funded-$643K - 124 lives#502Fully Insured-$157K - 135 lives

Benefits portfolio analytics

2 plans / $800K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$643K
  • Dental$157K
  • Vision$157K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • +1 more
Total $800K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HM LIFE INSURANCE COMPANY80%
  • SUN LIFE ASSURANCE COMPANY OF CANADA20%
Total $800K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • POWER-KUNKLE GROUP INC70%
  • JAMES R NELLIGAN & ASSOCIATES LLC30%
Total $17K2 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

BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$19.6M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERKSHIRE SYSTEMS GROUP, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$643K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BERKSHIRE SYSTEMS GROUP, INC. GROUP INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$157K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN401k$19.6M1702024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERKSHIRE SYSTEMS GROUP, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$643K1242024
502BERKSHIRE SYSTEMS GROUP, INC. GROUP INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$157K1352024
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