PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BERKSHIRE GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 16-1758404

BERKSHIRE GROUP, LLC

ONE BEACON STREET, 24TH FLOOR · BOSTON, MA 02108
6176462300
Plans filed
6
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$607K
No prior year
Persons covered
1,302
No prior year
Total participants
836
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #507$607K
BERKSHIRE GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed1,302 covered·4 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #502$328K
EMPLOYEE GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully insured698 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$328K
GROUP LONG-TERM DISABILITY PLAN
Fully insured710 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$49K
EMPLOYEE MEDICAL AND DENTAL PLAN
Mixed798 covered·1 carrier
Primary: EYEMED VISION CARE
Plan #504$0
BUSINESS TRAVEL ACCIDENT PLAN
Fully insured735 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$0
BERKSHIRE GROUP, LLC FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$532K25.4%
Life$496K23.7%
Short-term disability$496K23.7%
Long-term disability$496K23.7%
Vision$75K3.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$496K81.7%11968
EYEMED VISION CARE
EIN 430949844
V
$75K12.4%111,302
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$36K5.9%11114
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
$00.0%11809

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASTANDARD INSURANCE COMPANY, NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METROPOLITAN GENERAL INSURANCE COMPANY$26K$13K$39K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica