PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BERKELEY EYE INSTITUTE, PA
Sponsor portfolio

BERKELEY EYE INSTITUTE, PA

EIN 43-2012505-medical practice-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$969K premiums
Participants
1,266
22741 PROFESSIONAL DRIVE - KINGWOOD, TX 77339281-348-4617LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$16.0M - 662 part#509Mixed-$969K - 689 lives

Benefits portfolio analytics

1 plan / $969K premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$499K
  • Other$470K
  • Life$391K
  • Short-term disability$391K
  • Long-term disability$391K
Total $969K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • BLUE CROSS OF CALIFORNIA51%
  • DEARBORN LIFE INSURANCE COMPANY40%
  • AFLAC8%
  • MAGELLAN HEALTHCARE0%
Total $969K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSH & MCLENNAN AGENCY LLC87%
  • CRYSTAL J MULVILLE9%
  • ELIZABETH ANN FIFFIE3%
  • VICKIE D GRAVES2%
Total $111K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BERKELEY EYE CENTER 401K PLAN

401k

Assets$16.0M
Participants662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

BERKELEY EYE INSTITUTE, PA COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - FORT DEARBORN LIFE INSURANCE COMPANY

Premiums$969K
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BERKELEY EYE CENTER 401K PLAN401k$16.0M6622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509BERKELEY EYE INSTITUTE, PA COMPREHENSIVE WELFARE BENEFIT PLANMixedFORT DEARBORN LIFE INSURANCE COMPANY$969K6892025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica