Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Dental$179K
- Vision$179K
- Life$91K
- Short-term disability$91K
- +2 more
Sponsor portfolio
BLUEROCK REAL ESTATE HOLDING, LLC
EIN 26-3446021real estateLatest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$2.9M premiums
Participants
279
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 336 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- STANDARD INSURANCE COMPANY6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
40%top
- RICHARD DUCHARME40%
- BROWN & BROWN INSURANCE SERVICES32%
- TERRI JAMES28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLUEROCK REAL ESTATE HOLDING PLAN 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.2M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUEROCK REAL ESTATE HOLDINGS, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$2.9M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUEROCK REAL ESTATE HOLDING PLAN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.2M | 122 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUEROCK REAL ESTATE HOLDINGS, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $2.9M | 336 | 2024 |
Retirement plans
Welfare plans