Form 5500 · Employee benefit plan · PORTLAND, ME
BERRY DUNN MCNEIL & PARKER
The filing calls this plan BERRYDUNN GROUP VISION PLAN.
BERRY DUNN MCNEIL & PARKER of PORTLAND, ME is a 465-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CROSS BENEFIT SOLUTIONS. Coverage is written through RED TREE INSURANCE COMPANY, INC.. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0391345 · plan 508 · plan year 2023, filed Jun 24, 2024
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271 other employer plans in Maine have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, vision, through RED TREE INSURANCE COMPANY, INC., covering 848 people.
Reported premium across the insured contracts is $50,779, with $6,338 in disclosed broker commissions — about 12% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RED TREE INSURANCE COMPANY, INC. | Vision | 848 | Jan 1, 2024 | $50,779 | $6,338 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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Renewal calendar
271 other employer plans in Maine are January 1 renewals (policy year ends December).
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