Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Dental$2.2M
- Vision$2.2M
- Life$21K
- Other$2K
Sponsor portfolio
THE BERKLEY GROUP INC.
EIN 59-2170299hospitalityLatest filing 2024
Plans
2
Retirement
1
$724.6M assets
Welfare
1
$3.3M premiums
Participants
6,267
2626 E OAKLAND PARK BLVD. 5TH FLOOR - FORT LAUDERDALE, FL 33306954-563-2444LinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 690 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
- UNITEDHEALTHCARE INSURANCE COMPANY32%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
77%top
- GROUP BENEFITS CONSULTANTS77%
- ASSURANCE AGENCY LTD23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$724.6M
Participants5,908
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE BERKLEY GROUP, INC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.3M
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $724.6M | 5,908 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE BERKLEY GROUP, INC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.3M | 690 | 2024 |
Retirement plans
Welfare plans