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Sponsor portfolio

BERTRANDT US, INC.

EIN 38-3586632-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.9M premiums
Participants
612
3453 PELHAM RD, SUITE 101 - GREENVILLE, SC 29615248-598-5100
Plans on this EIN
2 filings
#001401k-$4.3M - 250 part#501Fully Insured-$1.9M - 354 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Other$1.8M
  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • Dental$151K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $80K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERTRANDT US, INC. 401(K) PLAN

401k

Assets$4.3M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERTRANDT US, INC.

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.9M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERTRANDT US, INC. 401(K) PLAN401k$4.3M2502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERTRANDT US, INC.Fully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$1.9M3542025
Retirement plans
Welfare plans
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