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Sponsor portfolio

THE BERGAILA COMPANIES

EIN 26-3028298-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$3.6M premiums
Participants
826
10300 TOWN PARK DRIVE, SUITE S 1000 - HOUSTON, TX 77072281-496-0803
Plans on this EIN
2 filings
#001401k-$7.0M - 457 part#501Fully Insured-$3.6M - 599 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 599 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$455K
  • Vision$455K
  • Life$455K
  • Short-term disability$455K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • PROGRESSIVE BENEFIT SOLUTIONS LLC6%
  • EPSIX, INC.6%
Total $262K3 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

BES ENGINEERING 401(K) PLAN AND TRUST

401k

Assets$7.0M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BERGAILA COMPANIES EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.6M
Covered lives599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BES ENGINEERING 401(K) PLAN AND TRUST401k$7.0M4572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BERGAILA COMPANIES EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.6M5992025
Retirement plans
Welfare plans
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