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  2. Berkowitz Pollack Brant Advisors & CPAS, LLP
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Filings through Oct 24, 2026.

Berkowitz Pollack Brant Advisors & CPAS, LLP

EIN 59-2742314-accounting-Latest filing 2025
Plans
2
Retirement
1
$69.0M assets
Health & Benefits
1
$5.6M premiums
Participants
1,044
200 S. BISCAYNE BLVD, 7TH FLOOR - MIAMI, FL 33131305-379-7000bpbcpa.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401(k)-$69.0M - 571 part#503Fully insured-$5.6M - 575 lives

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

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
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Plan summaries

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

Retirement#001

BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN

401(k)

Assets$69.0M
Participants571
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP WRAP PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives575
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN401(k)$69.0M5712025
  • BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN$69.0M
    #001 · 401(k) · 2025571

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP WRAP PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$5.6M5752025
  • BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP WRAP PLAN$5.6M
    #503 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025575
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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