PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BERKELEY RESEARCH 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 27-1451273

BERKELEY RESEARCH GROUP, LLC

1800 M ST NW 2ND FLOOR · WASHINGTON DC, DC 20036
2024802700
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
1,609
No prior year
Total participants
1,624
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
BERKELEY RESEARCH GROUP, LLC HEALTH AND WELFARE PLAN
Mixed1,609 covered·7 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M35.3%
Life$1.3M25.5%
Long-term disability$1.3M25.5%
Health$701K13.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$1.3M52.0%111,609
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$701K27.9%1269
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$240K9.5%111,490
AETNA LIFE INSURANCE COMPANY
EIN 066033492
Oth
$212K8.4%11960
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$53K2.1%12198

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ENROLLEASEATLANTA, GAKAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN GENERAL INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$176K$77K$253K100.0%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