Berkshire Group, LLC
Overview
Berkshire Group, LLC sponsors a self-funded health plan that covered 809 participants in plan year 2025, up 6% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 809 · prior year 766
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Berkshire Group, LLC Health and Welfare Benefit Plan, plan 507 (809 participants)
- Broker compensation
- $39K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Standard Insurance Company | Life, Short-term disability, Long-term disability | 968 | $496K | $27K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 1,302 | $75K | $8K |
| Metropolitan General Insurance Company | Legal | 114 | $36K | $4K |
| National Union Fire Insurance Company of Pittsburgh, PA | Business Travel Accident | 809 | $-2K | $-277 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 809 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Berkshire Group, LLC
- Sponsor EIN
- 16-1758404
- Plan number
- 507
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 16-1758404 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Berkshire Group 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,693
About this data
Source: Berkshire Group, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Berkshire Group, LLC.