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Sponsor portfolioWelfare / HealthEIN 43-2012505

BERKELEY EYE INSTITUTE, PA

22741 PROFESSIONAL DRIVE · KINGWOOD, TX 77339
2813484617
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$969K
No prior year
Persons covered
689
No prior year
Total participants
604
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #509$969K
BERKELEY EYE INSTITUTE, PA COMPREHENSIVE WELFARE BENEFIT PLAN
Mixed689 covered·4 carriers
Primary: FORT DEARBORN LIFE INSURANCE COMPANY
Plan #505$0
BERKELEY EYE CENTER EMPLOYEE BENEFIT PLAN TRUST
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$499K23.3%
Other$470K21.9%
Life$391K18.3%
Short-term disability$391K18.3%
Long-term disability$391K18.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
D
$499K51.5%12689
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LSTDLTDOth
$391K40.4%11598
AFLAC
EIN 570514130
Oth
$74K7.7%11104
MAGELLAN HEALTHCARE
EIN 522135463
Oth
$5K0.5%11364

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLC—BLUECROSS BLUESHIELD OF TEXAS, FORT DEARBORN LIFE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY$73K$23K$96K86.9%1
CRYSTAL J MULVILLETHE WOODLANDS, TXCONTINENTAL AMERICAN INSURANCE COMPANY$10K$0$10K9.0%1
ELIZABETH ANN FIFFIEFULSHEAR, TXCONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K2.6%1
VICKIE D GRAVESHOUSTON, TXCONTINENTAL AMERICAN INSURANCE COMPANY$2K$0$2K1.5%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
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