Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$586K
- Dental$459K
- Life$104K
- Short-term disability$104K
- Long-term disability$104K
- Other$104K
- +1 more
Sponsor portfolio
BERNSTEIN MANAGEMENT ASSOCIATES, INC.
EIN 52-1736036hospitalityLatest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$696K premiums
Participants
347
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $696K premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- AETNA LIFE INSURANCE COMPANY84%
- UNUM LIFE INSURANCE COMPANY OF AMERICA15%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
95%top
- MARSH & MCLENNAN AGENCY LLC95%
- PLANSOURCE BENEFITS ADMINISTRATION5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERNSTEIN MANAGEMENT ASSOCIATES 401(K) SAVINGS AND PROFIT SHARING PLAN
401k
Assets$1.8M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERNSTEIN MANAGEMENT ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$696K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERNSTEIN MANAGEMENT ASSOCIATES 401(K) SAVINGS AND PROFIT SHARING PLAN | 401k | $1.8M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERNSTEIN MANAGEMENT ASSOCIATES, INC. WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $696K | 154 | 2025 |
Retirement plans
Welfare plans