Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KELLERMAN BERGENSONS SERVICES, LLC
EIN 36-4431179Management of Companies and EnterprisesLatest filing 2025
Plans
3
Retirement
2
$24.9M assets
Welfare
1
$957K premiums
Participants
37,788
1 T AND G WAY - BLACKWOOD, NJ 08012856-768-0200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $24.9M assets / 22,188 participantsParticipants by plan
Active + retired + deferred vested
- & PROTECTION PLAN (#002)22,080
Benefits portfolio analytics
1 plan / $957K premiums / 16,314 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$746K
- Life$621K
- Long-term disability$621K
- Health$210K
- Prescription drug$210K
Carrier market share
Premium dollars by Schedule A carrier
65%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA65%
- KAISER FOUNDATION HEALTH PLAN INC22%
- RELIASTAR LIFE INSURANCE COMPANY13%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN
401k
Assets$23.7M
Participants22,080
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CCJ SANCTUARY, LLC DBA GCM 401(K) PLAN
401k
Assets$1.3M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELLERMEYER BERGENSONS SERVICES, LLC HEALTH & WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$957K
Covered lives16,314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN | 401k | $23.7M | 22,080 | 2024 | |
| 001 | CCJ SANCTUARY, LLC DBA GCM 401(K) PLAN | 401k | $1.3M | 108 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELLERMEYER BERGENSONS SERVICES, LLC HEALTH & WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $957K | 16,314 | 2025 |
Retirement plans
Welfare plans