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Sponsor portfolioWelfare / HealthEIN 04-2911958
BERKSHIRE PARTNERS, LLC
200 CLARENDON ST · BOSTON, MA 02116
6172270050
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$486K
No prior year
Persons covered
236
No prior year
Total participants
239
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $362K | 36.4% | |
| Life | $269K | 27.0% | |
| Long-term disability | $242K | 24.3% | |
| Vision | $123K | 12.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $362K | 74.6% | 1 | 3 | 236 |
EIN 061227840 | V | $123K | 25.4% | 1 | 1 | 233 |
EIN 131963496 | $0 | 0.0% | 1 | 1 | 233 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $30K | $4K | $34K | 83.1% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 16.9% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan