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Sponsor portfolio

BERRY APPLEMAN & LEIDEN LLP

EIN 94-3068076-law practice-Latest filing 2025
Plans
2
Retirement
1
$99.1M assets
Welfare
1
$351K premiums
Participants
2,129
50 CALIFORNIA STREET, 2ND FLOOR - SAN FRANCISCO, CA 94111415-398-1800LinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$99.1M - 1,536 part#501Mixed-$351K - 1,369 lives

Benefits portfolio analytics

1 plan / $351K premiums / 1,369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$259K
  • Life$242K
  • Long-term disability$242K
  • Vision$92K
Total $351K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA69%
  • AETNA LIFE INSURANCE COMPANY26%
  • ARAG INSURANCE COMPANY5%
Total $351K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HOLMES MURPHY & ASSOCIATES90%
  • BROWN & BROWN INSURANCE SERVICES7%
  • AVANT SPECIALTY BENEFITS LLC3%
Total $7K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAL RETIREMENT PLAN

401k

Assets$99.1M
Participants1,536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERRY APPLEMAN AND LEIDEN EMPLOYEE WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$351K
Covered lives1,369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BAL RETIREMENT PLAN401k$99.1M1,5362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERRY APPLEMAN AND LEIDEN EMPLOYEE WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$351K1,3692025
Retirement plans
Welfare plans
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