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Sponsor portfolio

CSL BERKSHIRE OPERATING COMPANY, LLC

EIN 81-3363591-real estate-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$4.8M premiums
Participants
1,933
5000 BIRCH STREET, SUITE 400 - NEWPORT BEACH, CA 92660949-333-8512LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$6.0M - 928 part#501Fully Insured-$4.8M - 1,005 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 1,005 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Dental$3.6M
  • Vision$3.6M
  • Short-term disability$144K
  • Long-term disability$144K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HEFFERNAN INSURANCE BROKERS100%
Total $229K1 slice

Plan deep-dives

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

CSL BERKSHIRE OPERATING COMPANY, LLC 401(K) PLAN

401k

Assets$6.0M
Participants928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEARWATER SENIOR LIVING HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives1,005
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CSL BERKSHIRE OPERATING COMPANY, LLC 401(K) PLAN401k$6.0M9282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEARWATER SENIOR LIVING HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.8M1,0052025
Retirement plans
Welfare plans
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