Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Life$1.3M
- Long-term disability$1.3M
- Health$701K
Sponsor portfolio
BERKELEY RESEARCH GROUP, LLC
EIN 27-1451273Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$369.1M assets
Welfare
1
$2.5M premiums
Participants
3,844
1800 M STREET SECOND FLOOR - WASHINGTON, DC 20036202-480-2700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 1,609 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
- KAISER FOUNDATION HEALTH PLAN INC28%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- AETNA LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- ENROLLEASE100%
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$369.1M
Participants2,220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERKELEY RESEARCH GROUP, LLC HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.5M
Covered lives1,609
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 | $369.1M | 2,220 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERKELEY RESEARCH GROUP, LLC HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2.5M | 1,609 | 2025 |
Retirement plans
Welfare plans