Original filing (PDF)20250922102859NAL0002091171001

THE BERKLEY GROUP INC.

Name: THE BERKLEY GROUP INC. — THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: THE BERKLEY GROUP INC.

Form 5500

FILING_RECEIVED

THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

602

Accounts w/ balance

5,906

Plan assets (EOY)

$724.6M

Net assets (EOY)

$724.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BERKLEY GROUP INC..

Plan sponsor

Name

THE BERKLEY GROUP INC.

EIN

59-2170299

Address

2626 E OAKLAND PARK BLVD. 5TH FLOOR · FORT LAUDERDALE, FL · 33306

Phone

(954) 563-2444

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2I · Stock bonus

2Q · S-corporation ESOP

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

2O · ESOP (non-leveraged)

Audit & trust (Schedule H)

Auditor

HANTZMON WIEBEL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $724.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Receivable held in escrow account	—	—	$724.6M	$724.6M	100.0%

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