Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$120K
- Life$45K
- Short-term disability$45K
- Other$45K
- Vision$24K
Sponsor portfolio
BERG HOSPITALITY GROUP, LLC
EIN 82-4127444hospitalityLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$1.9M premiums
Participants
892
1244 N POST OAK RD. STE 100 - HOUSTON, TX 77055713-804-3317berghospitality.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 286 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- AETNA LIFE INSURANCE COMPANY98%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
91%top
- THE BALDWIN GROUP WEST LLC91%
- INS GROUP INC7%
- INSGROUP INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERG HOSPITALITY GROUP, LLC 401(K) PLAN
401k
Assets$1.4M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERG HOSPITALITY GROUP, LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.9M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERG HOSPITALITY GROUP, LLC 401(K) PLAN | 401k | $1.4M | 734 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERG HOSPITALITY GROUP, LLC HEALTH & WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | $1.9M | 286 | 2025 |
Retirement plans
Welfare plans