PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JEFFREY A BERG

Welfare broker

JEFFREY A BERG

Mailing address (most recent filing)

251 EAST 51ST STREET, SUITE 11

NEW YORK, NY 10022

Total comp: $9K
Commissions: $9K
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for JEFFREY A BERG.

No sponsors where JEFFREY A BERG is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JEFFREY A BERG

Welfare broker

JEFFREY A BERG

Mailing address (most recent filing)

251 EAST 51ST STREET, SUITE 11

NEW YORK, NY 10022

Total comp: $9K
Commissions: $9K
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for JEFFREY A BERG.

No sponsors where JEFFREY A BERG is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms