Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$187K
- Other$151K
- Vision$126K
- Life$126K
- Long-term disability$126K
Sponsor portfolioTH
BERKELEY PREPARATORY SCHOOL, INC.
EIN 59-1292802Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$61.7M assets
Welfare
1
$338K premiums
Participants
898
4811 KELLY ROAD - TAMPA, FL 336155020813-885-1673
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $338K premiums / 280 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
- UNITED OF OMAHA LIFE INSURANCE COMPANY37%
Broker market share
Schedule A broker compensation
51%top
- ACCRETIVE SPECIALTY INSURANCE51%
- AP BENEFIT ADVISORS, LLC49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$61.7M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERKELEY PREPARATORY SCHOOL GROUP HEALTH AND LIFE INSURANCE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$338K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $61.7M | 614 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERKELEY PREPARATORY SCHOOL GROUP HEALTH AND LIFE INSURANCE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $338K | 280 | 2025 |
Retirement plans
Welfare plans