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Sponsor portfolioWelfare / HealthEIN 82-4127444

BERG HOSPITALITY GROUP, LLC

1244 N POST OAK RD. STE 100 · HOUSTON, TX 77055
7138043317
Plans filed
1
Years active
2022–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
286
No prior year
Total participants
158
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
BERG HOSPITALITY GROUP, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured286 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M86.3%
Dental$120K5.9%
Life$45K2.2%
Short-term disability$45K2.2%
Other$45K2.2%
Vision$24K1.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$1.9M97.7%15286
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$45K2.3%1149

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCHOUSTON, TXAETNA LIFE INSURANCE CO., UNITED OF OMAHA LIFE INSURANCE COMPANY$11K$2K$13K91.0%1
INS GROUP INCHOUSTON, TXAETNA LIFE INSURANCE COMPANY AND AFFILIATES$966$0$9666.6%1
INSGROUP INCHOUSTON, TXAETNA LIFE INSURANCE CO.$356$0$3562.4%1

History & trajectory

4 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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