Plan5500

Berkley Life & Health — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Berkley Life & Health is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,805,662 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.8MDirect + indirect, across loaded filings$1,805,662
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$1.8M
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation33%Advantis Credit Union
Top state share of plans75%OR
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Berkley Life & Health. Bars show relative scale.

  1. 1
    Advantis Credit Union$596.1K
    OR · 1 plan(s)
  2. 2
    Marion And Polk Schools Credit Union$527.8K
    OR · 1 plan(s)
  3. 3
    Red Canoe Credit Union$447.2K
    WA · 1 plan(s)
  4. 4
    Wauna Federal Credit Union$234.5K
    OR · 1 plan(s)
Geographic reach

State footprint

Where Berkley Life & Health appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    OR3 plan(s)
  2. 2
    WA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Berkley Life & Health are sponsored, by plan count.

  1. 1
    Clatskanie, OR1 plan(s)
  2. 2
    Oregon City, OR1 plan(s)
  3. 3
    Salem, OR1 plan(s)
  4. 4
    Longview, WA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Advantis Credit Union Health And Welfare Plan$596.1K
    Advantis Credit Union, OR · Direct $596.1K · 2023
  2. 2
    Maps Credit Union Welfare Plan$527.8K
    Marion And Polk Schools Credit Union, OR · Direct $527.8K · 2023
  3. 3
    Red Canoe Credit Union Welfare Benefit Plan$447.2K
    Red Canoe Credit Union, WA · Direct $447.2K · 2023
  4. 4
    Wauna Federal Credit Union Welfare Benefit Plan$234.5K
    Wauna Federal Credit Union, OR · Direct $234.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Berkley Life & Health?
Public Form 5500 Schedule C filings report compensation paid to Berkley Life & Health as a plan service provider. Across loaded filings, total reported compensation is $1,805,662.
How many plans report Berkley Life & Health as a service provider?
Berkley Life & Health appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages