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Sponsor portfolioWelfare / HealthEIN 23-2218930

BERKSHIRE SYSTEMS GROUP, INC.

50 S. MUSEUM RD. · SHILLINGTON, PA 19607
6107751200
Plans filed
2
Years active
2015–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$800K
No prior year
Persons covered
259
No prior year
Total participants
259
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$643K
BERKSHIRE SYSTEMS GROUP, INC. GROUP MEDICAL PLAN
Self-funded124 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #502$157K
BERKSHIRE SYSTEMS GROUP, INC. GROUP INSURANCE PLAN
Fully insured135 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$643K40.6%
Dental$157K9.9%
Vision$157K9.9%
Life$157K9.9%
Short-term disability$157K9.9%
Long-term disability$157K9.9%
Other$157K9.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$643K80.4%11124
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$157K19.6%11135

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
POWER-KUNKLE GROUP INCWYOMISSING, PASUN LIFE ASSURANCE COMPANY OF CANADA$12K$0$12K69.8%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$5K$0$5K30.2%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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