Original filing (PDF)20251229104719NAL0041568562001

BERKLEY REAL ESTATE

Name: BERKLEY REAL ESTATE — BERKLEY REAL ESTATE MCF BENEFIT PLAN, Form 5500 (2024)
Creator: BERKLEY REAL ESTATE

Form 5500-SF

FILING_RECEIVED

BERKLEY REAL ESTATE MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKLEY REAL ESTATE.

Plan sponsor

Name

BERKLEY REAL ESTATE

EIN

20-3644708

Address

111 MAPLE SHADE DR · OLD MONROE, MO · 63369

Phone

(636) 665-5205

Industry

Real Estatesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-05-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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