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Sponsor portfolio

BERGER SINGERMAN LLP

EIN 45-3121429-law practice-Latest filing 2025
Plans
2
Retirement
1
$68.8M assets
Welfare
1
$3.3M premiums
Participants
398
350 EAST LAS OLAS BOULEVARD, SUITE 1000 - FORT LAUDERDALE, FL 33301954-712-5155bergersingerman.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$68.8M - 216 part#501Fully Insured-$3.3M - 297 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$470K
  • Dental$413K
  • Vision$413K
  • Life$413K
  • Short-term disability$413K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • AETNA LIFE INSURANCE COMPANY79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY6%
  • NORTHWESTERN MUTUAL2%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CORPORATE SYNERGIES GROUP LLC96%
  • MICHAEL LISA3%
  • DARLING J LIE NIELSEN1%
  • ASSUREDPARTNERS0%
  • CHARLES E MC INTYRE0%
Total $211K5 slices

Plan deep-dives

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

BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN

401k

Assets$68.8M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERGER SINGERMAN LLP EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.3M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN401k$68.8M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERGER SINGERMAN LLP EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$3.3M2972025
Retirement plans
Welfare plans
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