PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BERGER MONTAGUE PC

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 23-2015918

BERGER MONTAGUE PC

1818 MARKET STREET, SUITE 3600 · PHILADELPHIA, PA 19103
2158753000
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
268
No prior year
Total participants
148
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.3M
BERGER MONTAGUE PC HEALTH & WELFARE PLAN
Mixed268 covered·2 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.3M30.8%
Health$2.0M27.1%
Prescription drug$2.0M27.1%
Dental$274K3.7%
Vision$274K3.7%
Life$274K3.7%
Long-term disability$274K3.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 813078234
HRxOth
$2.0M87.9%11268
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$274K12.1%11150

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FLEXIBLE BENEFITS PLANS INCMELVILLE, NYINDEPENDENCE BLUE CROSS$85K$0$85K70.9%1
THOMPSON FLANAGAN BENEFITS GROUPCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$20K$11K$31K25.7%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K3.4%1

History & trajectory

9 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