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  2. BERKELEY CITIZENS, INC
Sponsor portfolio

BERKELEY CITIZENS, INC

EIN 57-0698682-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$161K premiums
Participants
340
1301 OLD HWY 52 - MONCKS CORNER, SC 29461843-761-0300
Plans on this EIN
2 filings
#001401k-$7.1M - 207 part#502Mixed-$161K - 133 lives

Benefits portfolio analytics

1 plan / $161K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$64K
  • Vision$64K
  • Short-term disability$49K
  • Life$48K
  • Other$48K
Total $161K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • STARMOUNT LIFE INSURANCE COMPANY40%
Total $161K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $18K1 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

BERKELEY CITIZENS, INC. RETIREMENT PLAN

401k

Assets$7.1M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BERKELEY CITIZENS, INC. EMPLOYEE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$161K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKELEY CITIZENS, INC. RETIREMENT PLAN401k$7.1M2072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BERKELEY CITIZENS, INC. EMPLOYEE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$161K1332024
Retirement plans
Welfare plans
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