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Sponsor portfolio

BERKS CONSTRUCTION GROUP, LLC

EIN 81-3983474-construction-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$417K premiums
Participants
140
711 SPRING STREET - WYOMISSING, PA 19610610-763-1408berksconstructiongroup.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$2.5M - 84 part#501Mixed-$417K - 73 lives

Benefits portfolio analytics

1 plan / $417K premiums / 73 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$314K
  • Other$55K
  • Life$27K
  • Dental$25K
  • Short-term disability$19K
  • Vision$4K
Total $417K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNITEDHEALTHCARE INSURANCE COMPANY75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • BLUE CROSS OF CALIFORNIA1%
Total $417K4 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • TOMPKINS INSURANCE AGENCIES37%
  • ASSUREDPARTNERS27%
  • JAMES R NELLIGAN & ASSOCIATES LLC19%
  • TOMPKINS AGENCIES INC15%
  • BRUNNER, STEPHEN D2%
  • +1 more
Total $14K6 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

BERKS CONSTRUCTION GROUP, LLC 401K PLAN

401k

Assets$2.5M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERKS CONSTRUCTION GROUP LLC EMPLOYEE BENEFIT PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$417K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERKS CONSTRUCTION GROUP, LLC 401K PLAN401k$2.5M842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERKS CONSTRUCTION GROUP LLC EMPLOYEE BENEFIT PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$417K732024
Retirement plans
Welfare plans
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