Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$415K
- Life$415K
- Other$415K
- Vision$19K
Sponsor portfolio
MARSH, BERRY, AND COMPANY, LLC
EIN 34-1190957Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$2.6M premiums
Participants
216
28601 CHAGRIN BLVD SUITE 400 - WOODMERE, OH 441224556440-392-6541
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 340 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- COMMUNITY INSURANCE COMPANY83%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
83%top
- THE JAMES B OSWALD COMPANY83%
- CENTRO BENEFITS RESEARCH LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$7.8M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARSH, BERRY & COMPANY, LLC HEALTH AND WELFARE PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$2.6M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $7.8M | 44 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARSH, BERRY & COMPANY, LLC HEALTH AND WELFARE PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $2.6M | 340 | 2025 |
Retirement plans
Welfare plans