Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BERRY COLLEGE, INC.
EIN 58-0566133higher educationLatest filing 2025
Plans
3
Retirement
2
$189.6M assets
Welfare
1
$2.5M premiums
Participants
2,818
2277 MARTHA BERRY HWY, PO BOX 490129 - MOUNT BERRY, GA 30149706-236-2265berry.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $189.6M assets / 2,088 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 1,818 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.7M
- Vision$1.7M
- Health$419K
- Prescription drug$419K
- Other$416K
- Life$402K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
67%top
- BLUE CROSS OF CALIFORNIA67%
- HARTFORD LIFE AND ACCIDENT16%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
Broker market share
Schedule A broker compensation
89%top
- DIGITAL INSURANCE LLC89%
- AMWINS11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERRY COLLEGE DEFINED CONTRIBUTION PLAN
403b
Assets$162.6M
Participants1,243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERRY COLLEGE TAX-DEFERRED ANNUITY PLAN
403b
Assets$27.0M
Participants845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN FOR ACTIVE AND RETIRED EMPLOYEES OF BERRY COLLEGE
Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$2.5M
Covered lives1,818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERRY COLLEGE DEFINED CONTRIBUTION PLAN | 403b | $162.6M | 1,243 | 2024 | |
| 002 | BERRY COLLEGE TAX-DEFERRED ANNUITY PLAN | 403b | $27.0M | 845 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN FOR ACTIVE AND RETIRED EMPLOYEES OF BERRY COLLEGE | Mixed | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $2.5M | 1,818 | 2025 |
Retirement plans
Welfare plans