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Sponsor portfolio

BORGER MANAGEMENT INC

EIN 52-1383361-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1.9M premiums
Participants
359
1111 14TH STREET NW, SUITE 200 - WASHINGTON, DC 20005202-898-2939
Plans on this EIN
2 filings
#002401k-$4.8M - 223 part#501Fully Insured-$1.9M - 195 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
Total $1.9M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • KAISER FOUNDATION HEALTH PLAN INC100%
Total $1.9M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PAYCHEX INSURANCE AGENCY, INC.100%
Total $69K1 slice

Plan deep-dives

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

BORGER MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.8M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BORGER MANAGEMENT HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Premiums$1.9M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BORGER MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST401k$4.8M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BORGER MANAGEMENT HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$1.9M1952025
Retirement plans
Welfare plans
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