How many employer clients does Eileen E Berg have?

Eileen E Berg is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 4 states.

Who are Eileen E Berg's largest employer clients?

By plan participants, the largest include Pine Street Inn, Inc. (563 participants), Community Housing Innovations (536 participants) and Alliance For Community Empowerment, Inc. (255 participants).

How much does Eileen E Berg earn in commissions?

Insurers reported $10,824 in broker commissions and $60 in fees paid to Eileen E Berg for plan year 2025, per Schedule A Part 1.

Where is Eileen E Berg located?

Eileen E Berg is based in Watertown, CT and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/Connecticut

Eileen E Berg

Watertown, CT

Eileen E Berg of Watertown, CT is the broker of record on 11 Form 5500 Schedule A filings covering 8 employer benefit plans across 4 states, with $10,824 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$10,824

plan year 2025

Reported fees

$60

Quick answer

Eileen E Berg (Watertown, CT) is the broker of record for 8 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Eileen E Berg have?: Eileen E Berg is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 4 states.
Who are Eileen E Berg's largest employer clients?: By plan participants, the largest include Pine Street Inn, Inc. (563 participants), Community Housing Innovations (536 participants) and Alliance For Community Empowerment, Inc. (255 participants).
How much does Eileen E Berg earn in commissions?: Insurers reported $10,824 in broker commissions and $60 in fees paid to Eileen E Berg for plan year 2025, per Schedule A Part 1.
Where is Eileen E Berg located?: Eileen E Berg is based in Watertown, CT and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Eileen E Berg 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
Pine Street Inn, Inc.	MA	563	2025-06-30
Community Housing Innovations	NY	536	2025-12-31
Alliance For Community Empowerment, Inc.	CT	255	2025-04-30

5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 walkthrough

Know 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.

Get Strategic →Start now Book a 15-min walkthrough

Other benefits brokers in Connecticut

Bennie Insurance, LLC: 143 employer clients, $11,533,745 reported commissions (Stamford)
Hp Planning LLC: 135 employer clients, $8,602,031 reported commissions (Norwalk)
Professional Pensions Inc: 147 employer clients, $7,533,232 reported commissions (Wallingford)
Usi Securities Inc: 108 employer clients, $2,398,043 reported commissions (Glastonbury)
Employee Family Protection Inc: 58 employer clients, $2,065,441 reported commissions (Glastonbury)
The Benefit Practice: 37 employer clients (Stamford)
Smith Brothers Insurance, LLC: 44 employer clients, $1,663,303 reported commissions (Glastonbury)
Wex Health, Inc.: 35 employer clients, $881,257 reported commissions (Weatogue)

All brokers in Connecticut →

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.