BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Berg Benefits, Inc.

Tacoma, WA

Berg Benefits, Inc. collected $191,610 in commissions and fees from 9 employer health plans in plan year 2024 filings, ranking #1998 among 12,126 brokers named in the public record. Most of its named clients are in Washington.

Commissions + fees
$191,610
$188,308 commissions · $3,302 fees
Employer plans
9
21 contracts
Rank
#1998
top 16% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Interlock Performance Group · Washington$56,509132
Masterworks, Inc. · Washington$50,232114
Trout-Blue Chelan, Inc. · Washington$26,658284
Squaxin Island Gaming Enterprise · Washington$19,607579
Taylor United, Inc. · Washington$19,560309
Cornish College of the Arts · Washington$9,106146
Smith Brothers Farms Inc. · Washington$6,523195
Legacy Fruit, LLC · Washington$2,833288
Bruce Titus Automotive Group · Washington$582229

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

9 plans

How much does Berg Benefits, Inc. earn from employer health plans?

In plan year 2024 filings, employers reported paying Berg Benefits, Inc. $191,610: $188,308 in commissions and $3,302 in fees, across 21 insurance contracts at 9 employers. That ranks #1998 of 12,126 brokers in the public record.

What commission rate is paid on plans Berg Benefits, Inc. brokers?

Not enough fully insured medical plans name Berg Benefits, Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Berg Benefits, Inc.?

The largest reported payers in 2024 were Interlock Performance Group, Masterworks, Inc., Trout-Blue Chelan, Inc.. Washington is its biggest state by employer count (9 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.