Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERLINER-COHEN, A PARTNERSHIP INCLUDING PROFESSIONAL CORPORATIONS
EIN 94-1736834law practiceLatest filing 2025
Plans
3
Retirement
2
$65.1M assets
Welfare
1
$3.1M premiums
Participants
362
10 ALMADEN BOULEVARD, 11TH FLOOR - SAN JOSE, CA 95113408-286-5800berliner.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $65.1M assets / 214 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 150 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$580K
- Life$483K
- Long-term disability$483K
- Dental$170K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
60%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
- KAISER FOUNDATION HEALTH PLAN INC20%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
68%top
- DIGITAL INSURANCE LLC68%
- CENTERSTONE INSURANCE AND FINANCIAL20%
- CENTRO BENEFITS RESEARCH LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERLINER COHEN RETIREMENT PLAN
401k
Assets$54.1M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BERLINER - COHEN ASSOCIATES RETIREMENT PLAN
401k
Assets$11.1M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERLINER COHEN HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERLINER COHEN RETIREMENT PLAN | 401k | $54.1M | 146 | 2024 | |
| 002 | BERLINER - COHEN ASSOCIATES RETIREMENT PLAN | 401k | $11.1M | 68 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERLINER COHEN HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.1M | 150 | 2025 |
Retirement plans
Welfare plans