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  2. BERKADIA COMMERCIAL MORTGAGE LLC
Sponsor portfolio

BERKADIA COMMERCIAL MORTGAGE LLC

EIN 27-0812934-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
1
$334.3M assets
Welfare
1
$2.8M premiums
Participants
3,425
323 NORRISTOWN RD, SUITE 300 - AMBLER, PA 19002215-328-3200LinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$334.3M - 1,948 part#501Mixed-$2.8M - 2,951 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 2,951 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Other$1.2M
  • Short-term disability$937K
  • Life$924K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERKADIA 401(K) RETIREMENT PLAN

401k

Assets$334.3M
Participants1,948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERKADIA COMMERCIAL MORTGAGE LLC COMPREHENSIVE WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.8M
Covered lives2,951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKADIA 401(K) RETIREMENT PLAN401k$334.3M1,9482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERKADIA COMMERCIAL MORTGAGE LLC COMPREHENSIVE WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.8M2,9512024
Retirement plans
Welfare plans
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