Berg Benefits, Inc.
Tacoma, WA
Berg Benefits, Inc. of Tacoma, WA is the broker of record on 14 Form 5500 Schedule A filings covering 9 employer benefit plans, with $314,133 in reported broker commissions (plan year 2025).
Quick answer
Berg Benefits, Inc. (Tacoma, WA) is the broker of record for 9 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Berg Benefits, Inc. have?
- Berg Benefits, Inc. is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors.
- Who are Berg Benefits, Inc.'s largest employer clients?
- By plan participants, the largest include Legacy Fruit, LLC (568 participants), Squaxin Island Gaming Enterprise (565 participants) and Taylor United, Inc. (303 participants).
- How much does Berg Benefits, Inc. earn in commissions?
- Insurers reported $314,133 in broker commissions and $3,302 in fees paid to Berg Benefits, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Berg Benefits, Inc. located?
- Berg Benefits, Inc. is based in Tacoma, WA.
- How does Berg Benefits, Inc. rank among benefits brokers in Washington?
- Berg Benefits, Inc. ranks #46 by employer clients among the 50 most active benefits brokers based in Washington.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Berg Benefits, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Legacy Fruit, LLC | WA | 568 | 2025-12-31 |
| Squaxin Island Gaming Enterprise | WA | 565 | 2025-12-31 |
| Taylor United, Inc. | WA | 303 | 2025-06-30 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Washington
- Usi Insurance Services Northwest: 284 employer clients, $10,068,828 reported commissions (Seattle)
- Hub International Northwest LLC: 189 employer clients, $8,650,440 reported commissions (Bothell)
- Connexion Insurance Solutions: 122 employer clients, $2,456,949 reported commissions (Seattle)
- Propel Insurance Agency, LLC: 124 employer clients, $7,916,432 reported commissions (Tacoma)
- Parker Smith & Feek Inc.: 108 employer clients, $4,180,735 reported commissions (Bellevue)
- Long Term Care Solutions, Inc.: 93 employer clients, $1,766,128 reported commissions (Redmond)
- Worksite Benefits Group, Inc.: 89 employer clients, $300,673 reported commissions (Vancouver)
- Benefits By Design, Inc.: 79 employer clients, $312,924 reported commissions (Ridgefield)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.