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  2. BERGELECTRIC CORPORATION
Sponsor portfolio

BERGELECTRIC CORPORATION

EIN 95-1459684-construction-Latest filing 2024
Plans
3
Retirement
2
$306.8M assets
Welfare
1
$24.9M premiums
Participants
8,630
3182 LIONSHEAD AVE. - CARLSBAD, CA 92010761-746-1003bergelectric.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#002401k-$168.7M - 3,405 part#003MoneyPurchase-$138.2M - 2,751 part#501Fully Insured-$24.9M - 3,840 lives

Retirement portfolio analytics

2 plans aggregated / $306.8M assets / 6,156 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • & 401K PLAN (#002)55%
  • MONEY PURCHASE PENSION (#003)45%
Total $306.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $306.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & 401K PLAN (#002)3,405
  • MONEY PURCHASE PENSION (#003)2,751
Total 6,156Click row to drill in

Benefits portfolio analytics

1 plan / $24.9M premiums / 3,840 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$24.9M
  • Health$24.1M
  • Dental$24.1M
  • Vision$24.1M
  • Prescription drug$24.1M
  • Life$803K
  • +2 more
Total $24.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • STANDARD INSURANCE COMPANY2%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $24.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • RONALD M KLEIMAN1%
Total $927K2 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

BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN

401k

Assets$168.7M
Participants3,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$138.2M
Participants2,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERGELECTRIC, CORP. EMPLOYEE GROUP INSURANCE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$24.9M
Covered lives3,840
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN401k$168.7M3,4052024
003BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLANMoneyPurchase$138.2M2,7512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERGELECTRIC, CORP. EMPLOYEE GROUP INSURANCE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$24.9M3,8402024
Retirement plans
Welfare plans
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