BERKSHIRE MONEY MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
8
Active participants
173,191
Total plan assets
$51.2B
Filings (rows)
8
Direct comp
$719K
Indirect comp
$0
SERVICES PROVIDED
Other6
Broker2
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $5K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $10K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $8K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $10K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,901 | $7.4B | $6K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,251 | $6.4B | $6K |
| BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD, MA | Broker SECURITIES BROKER | 4,276 | $693.6M | $370K |
| BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD, MA | Broker SECURITIES BROKER | 4,203 | $636.7M | $304K |