# BERKSHIRE PARTNERS LLC GROUP BENEFITS PLAN

Health and welfare plan sponsored by **BERKSHIRE PARTNERS, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BERKSHIRE PARTNERS, LLC |
| EIN | 042911958 |
| Plan number | 511 |
| Plan year | 2025 |
| Location | BOSTON, MA |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $486K |
| Participants | 239 |
| Persons covered | 236 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| FEDERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| WILLIS TOWERS WATSON US LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| WILLIS TOWERS WATSON US LLC | VISION SERVICE PLAN |
| AGIS NETWORK INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/042911958-511
- Cite as: PlanOptica, https://planoptica.com/welfare/042911958-511
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers