Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$954K
- Life$165K
- Long-term disability$62K
- Vision$26K
Sponsor portfolio
BERENDSEN, INC.
EIN 73-1403688Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$40.6M assets
Welfare
1
$1.2M premiums
Participants
560
401 S BOSTON AVE STE 1200 - TULSA, OK 741034019918-592-3781
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 256 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- HCC LIFE INSURANCE COMPANY79%
- SUN LIFE ASSURANCE COMPANY OF CANADA19%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERENDSEN, INC. RETIREMENT SAVINGS PLAN
401k
Assets$40.6M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BERENDSEN FLUID POWER HEALTH & WELFARE PLAN
Mixed - TOKIO MARINE
Premiums$1.2M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERENDSEN, INC. RETIREMENT SAVINGS PLAN | 401k | $40.6M | 332 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BERENDSEN FLUID POWER HEALTH & WELFARE PLAN | Mixed | TOKIO MARINE | $1.2M | 256 | 2024 |
Retirement plans
Welfare plans