Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$255K
- Life$89K
- Other$89K
- Short-term disability$65K
- Long-term disability$64K
- Vision$38K
Sponsor portfolio
BELL FORD (THE BERGE GROUP)
EIN 86-0372486Latest filing 2025
Plans
2
Retirement
1
$39.3M assets
Welfare
1
$470K premiums
Participants
2,287
2401 WEST BELL RD - PHOENIX, AZ 85023602-866-1776
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $470K premiums / 711 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- METROPOLITAN LIFE INSURANCE COMPANY50%
- UNITED OF OMAHA LIFE INSURANCE COMPANY43%
- EYEMED VISION CARE8%
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#001
THE BERGE GROUP RETIREMENT SAVINGS PLAN
401k
Assets$39.3M
Participants1,575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BELL FORD (THE BERGE GROUP) EMPLOYEE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$470K
Covered lives711
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BERGE GROUP RETIREMENT SAVINGS PLAN | 401k | $39.3M | 1,575 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BELL FORD (THE BERGE GROUP) EMPLOYEE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $470K | 711 | 2025 |
Retirement plans
Welfare plans