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Sponsor portfolio

BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP

EIN 59-2742314-accounting-Latest filing 2025
Plans
2
Retirement
1
$56.9M assets
Welfare
1
$5.6M premiums
Participants
954
200 S. BISCAYNE BLVD., 7TH FLOOR - MIAMI, FL 33131305-960-8873bpbcpa.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$56.9M - 481 part#503Fully Insured-$5.6M - 575 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Other$479K
  • Dental$285K
  • Long-term disability$223K
  • Short-term disability$79K
  • Life$50K
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • STANDARD INSURANCE COMPANY6%
  • TRANSAMERICA LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +2 more
Total $5.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RIEMER INSURANCE GROUP65%
  • AMWINS15%
  • WEB TPA8%
  • RIEMERINSURANCE GROUP INC4%
  • EXCELSIOR BENEFITS LLC3%
  • +3 more
Total $223K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN

401k

Assets$56.9M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN401k$56.9M4812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.6M5752025
Retirement plans
Welfare plans
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