PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Berkeley Preparatory School, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Berkeley Preparatory School, Inc.

EIN 59-1292802-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$61.7M assets
Health & Benefits
1
$338K premiums
Participants
898
4811 KELLY ROAD - TAMPA, FL 336155020813-885-1673
Plans on this EIN
2 filings
#002403(b)-$61.7M - 614 part#501Mixed-$338K - 280 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $338K premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$187K
  • Other$151K
  • Vision$126K
  • Life$126K
  • Long-term disability$126K
Total $338K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$61.7M
Participants614
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BERKELEY PREPARATORY SCHOOL GROUP HEALTH AND LIFE INSURANCE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$338K
Covered lives280
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$61.7M6142025
  • BERKELEY PREPARATORY DEFINED CONTRIBUTION RETIREMENT PLAN$61.7M
    #002 · 403(b) · 2025614

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BERKELEY PREPARATORY SCHOOL GROUP HEALTH AND LIFE INSURANCE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$338K2802025
  • BERKELEY PREPARATORY SCHOOL GROUP HEALTH AND LIFE INSURANCE PLAN$338K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025280
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica