Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Life$1.2M
- Long-term disability$1.2M
- Health$1.0M
Sponsor portfolio
BERKELEY RESEARCH GROUP, LLC
EIN 27-1451273Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$303.3M assets
Welfare
1
$2.7M premiums
Participants
3,446
1800 M STREET SECOND FLOOR - WASHINGTON, DC 20036202-480-2700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 1,442 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
- KAISER FOUNDATION HEALTH PLAN INC37%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
87%top
- DIGITAL INSURANCE LLC87%
- ENROLLEASE13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRG 401(K) PLAN
401k
Assets$303.3M
Participants2,004
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERKELEY RESEARCH GROUP, LLC HEALTH & WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.7M
Covered lives1,442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRG 401(K) PLAN | 401k | $303.3M | 2,004 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERKELEY RESEARCH GROUP, LLC HEALTH & WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2.7M | 1,442 | 2024 |
Retirement plans
Welfare plans