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Sponsor portfolioWelfare / HealthEIN 11-2611384

THE BERKELEY CARROLL SCHOOL

181 LINCOLN PL · BROOKLYN, NY 112173702
7187896060
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$4.7M
No prior year
Persons covered
335
No prior year
Total participants
213
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$4.7M
THE BERKELEY CARROLL SCHOOL HEALTH AND WELFARE PLAN
Fully insured335 covered·3 carriers
Primary: ANTHEM BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M32.9%
Dental$4.6M32.9%
Vision$4.6M32.9%
Other$125K0.9%
Life$42K0.3%
Long-term disability$27K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
HDV
$4.6M96.8%11335
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$117K2.5%14258
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LLTDOth
$35K0.7%12255

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AUSTIN & CO INCALBANY, NYFIRST UNUM LIFE INSURANCE COMPANY, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, ANTHEM BLUE CROSS$192K$3K$196K98.9%1
GCG FINANCIAL LLCPITTSBURGH, PAANTHEM BLUE CROSS$0$2K$2K1.1%1

History & trajectory

10 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
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