Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Other$242K
- Dental$212K
- Vision$212K
- Life$212K
- Short-term disability$212K
- +1 more
Sponsor portfolioTH
BERKOT LTD.
EIN 36-3186313food & beveragesLatest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$1.7M premiums
Participants
945
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 223 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- METROPOLITAN LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
76%top
- MARSH & MCLENNAN AGENCY LLC76%
- GIS BENEFITS INC12%
- MARK S METTILLE7%
- BOON CHAPMAN BENEFIT ADMINISTRATORS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERKOT LTD 401(K) PLAN
401k
Assets$6.0M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BERKOTS LTD HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.7M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERKOT LTD 401(K) PLAN | 401k | $6.0M | 684 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BERKOTS LTD HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.7M | 223 | 2025 |
Retirement plans
Welfare plans