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Sponsor portfolio

BERKADIA COMMERCIAL MORTGAGE LLC

EIN 27-0812934-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$395.9M assets
Welfare
1
$3.0M premiums
Participants
3,435
323 NORRISTOWN RD, SUITE 300 - AMBLER, PA 19002215-328-3200LinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$395.9M - 1,968 part#501Fully Insured-$3.0M - 2,949 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 2,949 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Vision$1.8M
  • Dental$1.5M
  • Other$1.2M
  • Short-term disability$915K
  • Life$903K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
  • METROPOLITAN LIFE INSURANCE COMPANY32%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $71K1 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$395.9M
Participants1,968
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

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.0M
Covered lives2,949
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKADIA 401(K) RETIREMENT PLAN401k$395.9M1,9682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERKADIA COMMERCIAL MORTGAGE LLC COMPREHENSIVE WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.0M2,9492025
Retirement plans
Welfare plans
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