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  5. W. R. BERKLEY CORPORATION

W. R. BERKLEY CORPORATION

Company Details

Entity Name: W. R. BERKLEY CORPORATION
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 16 Oct 1972
Business ALEI: 0300370
Annual report due: 16 Oct 2025
NAICS code: 524298 - All Other Insurance Related Activities
Business address: 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States
Mailing address: 475 STEAMBOAT RD., GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: DELAWARE
E-Mail: dbelmont@wrberkley.com

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
YHC6LCJN8B85 2024-07-06 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, 7144, USA 475 STEAMBOAT RD, GREENWICH, CT, 06830, 7144, USA

Business Information
Congressional District 04
State/Country of Incorporation CT, USA
Activation Date 2023-07-11
Initial Registration Date 2015-03-20
Entity Start Date 1967-01-02
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 551112

Points of Contacts
Electronic Business
Title PRIMARY POC
Name SCOTT MANSOLILLO
Role CPO
Address 475 STEAMBOAT RD., FL 1, GREENWICH, CT, 06830, USA
Government Business
Title PRIMARY POC
Name SCOTT MANSOLILLO
Role CPO
Address 475 STEAMBOAR RD., FL 1, GREENWICH, CT, 06830, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
7E1K7 Active Non-Manufacturer 2015-06-17 2024-05-23 2029-05-22 2025-05-06

Contact Information
POC SCOTT MANSOLILLO
Phone +1 203-629-3039
Address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830 7144, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (5)
CAGE number 78JL2
Owner Type Immediate
Legal Business Name BERKLEY INSURANCE COMPANY
CAGE number 7EEA3
Owner Type Highest
Legal Business Name BERKLEY REGIONAL INSURANCE COMPANY
CAGE number 6U666
Owner Type Highest
Legal Business Name SUMMIT AVIATION INC
CAGE number 74DS4
Owner Type Immediate
Legal Business Name SUMMIT AVIATION, INC.
CAGE number 003E2
Owner Type Highest
Legal Business Name WESTERN AIRCRAFT, INC.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2012 221867895 2014-07-28 W.R. BERKLEY CORPORATION 6361
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5436
Retired or separated participants receiving benefits 60
Other retired or separated participants entitled to future benefits 1281
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 23
Number of participants with account balances as of the end of the plan year 6301
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 210

Signature of
Role Plan administrator
Date 2014-07-21
Name of individual signing CAROL LAPUNZINA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-21
Name of individual signing CAROL LAPUNZINA
Valid signature Filed with authorized/valid electronic signature
Role DFE
Date 2014-07-24
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
W.R. BERKLEY CORPORATION PROFIT SHARING PLAN 2012 221867895 2013-07-24 W.R. BERKLEY CORPORATION 6361
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5436
Retired or separated participants receiving benefits 60
Other retired or separated participants entitled to future benefits 1281
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 23
Number of participants with account balances as of the end of the plan year 6301
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 210

Signature of
Role Plan administrator
Date 2013-07-23
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-22
Name of individual signing CAROL LAPUNZINA
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION PROFIT SHARING PLAN 2011 221867895 2012-10-03 W.R. BERKLEY CORPORATION 6440
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5040
Retired or separated participants receiving benefits 89
Other retired or separated participants entitled to future benefits 1196
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 36
Number of participants with account balances as of the end of the plan year 6093
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 214

Signature of
Role Plan administrator
Date 2012-10-03
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-03
Name of individual signing CAROL LAPUNZINA
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION PROFIT SHARING PLAN 2010 221867895 2012-05-16 W. R. BERKLEY CORPORATION 6299
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE COMMITTEE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5177
Retired or separated participants receiving benefits 92
Other retired or separated participants entitled to future benefits 1134
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 37
Number of participants with account balances as of the end of the plan year 5859
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 118

Signature of
Role Plan administrator
Date 2012-05-16
Name of individual signing CAROL LAPUNZINA
Valid signature Filed with authorized/valid electronic signature
Role DFE
Date 2012-05-16
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION PROFIT SHARING PLAN 2010 221867895 2011-07-29 W. R. BERKLEY CORPORATION 6299
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE COMMITTEE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5177
Retired or separated participants receiving benefits 92
Other retired or separated participants entitled to future benefits 1134
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 37
Number of participants with account balances as of the end of the plan year 5859
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 118

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-29
Name of individual signing CAROL LAPUNZINA
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2009 221867895 2010-09-10 W R BERKLEY CORPORATION 2600
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1984-07-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 221867895
Plan administrator’s name THE INSURANCE COMMITTEE OF W R BERKLEY CORPORATION
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 2708
Retired or separated participants receiving benefits 41

Signature of
Role Plan administrator
Date 2010-09-10
Name of individual signing JOSEPH PENNACHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-10
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION GROUP LONG TERM DISABILITY PLAN 2009 221867895 2010-07-28 W R BERKLEY CORPORATION 3700
File View Page
Three-digit plan number (PN) 504
Effective date of plan 1984-07-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 221867895
Plan administrator’s name THE INSURANCE COMMITTEE OF W R BERKLEY CORPORATION
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 4798

Signature of
Role Plan administrator
Date 2010-07-19
Name of individual signing JOSEPH PENNACHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-28
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION GROUP LIFE INSURANCE PLAN 2009 221867895 2010-07-28 W R BERKLEY CORPORATION 3670
File View Page
Three-digit plan number (PN) 502
Effective date of plan 1984-07-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 221867895
Plan administrator’s name THE INSURANCE COMMITTEE OF W R BERKLEY CORPORATION
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 4853

Signature of
Role Plan administrator
Date 2010-07-16
Name of individual signing JOSEPH PENNACHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-28
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION PROFIT SHARING PLAN 2009 221867895 2010-07-28 W R BERKLEY CORPORATION 4965
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE COMMITTEE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5013
Retired or separated participants receiving benefits 100
Other retired or separated participants entitled to future benefits 1148
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 38
Number of participants with account balances as of the end of the plan year 5849
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 146

Signature of
Role Plan administrator
Date 2010-07-27
Name of individual signing JOSEPH PENNACHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-28
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature
W R BERKLEY CORPORATION PROFIT SHARING PLAN 2009 221867895 2010-07-07 W R BERKLEY CORPORATION 4965
Three-digit plan number (PN) 001
Effective date of plan 1973-01-01
Business code 551112
Sponsor’s telephone number 2036293000
Plan sponsor’s mailing address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Plan sponsor’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address
Administrator’s EIN 136639901
Plan administrator’s name W R BERKLEY CORPORATION PROFIT SHARING PLAN ADMINISTRATIVE COMMITTEE
Plan administrator’s address 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2036293000

Number of participants as of the end of the plan year
Active participants 5013
Retired or separated participants receiving benefits 100
Other retired or separated participants entitled to future benefits 1148
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 38
Number of participants with account balances as of the end of the plan year 5849
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 146

Signature of
Role Plan administrator
Date 2010-07-06
Name of individual signing JOSEPH PENNACHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-07
Name of individual signing CLEMENT PATAFIO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Director

Name Role Business address Residence address
RONALD E. BLAYLOCK Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States
JON TALISMAN Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States
MARIA LUISA FERRE Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States
MARK L. SHAPIRO Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States
WILLIAM R. BERKLEY Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 600 BRICKELL AVENUE, 39TH FLOOR, MIAMI, FL, 33131, United States
Daniel Mosley Director 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States
MARY C. FARRELL Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 789 HOWARD AVE, NEW HAVEN, CT, 06519, United States
CHRISTOPHER L. AUGOSTINI Director 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States
Marie Mattson Director 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States

Officer

Name Role Business address Residence address
RICHARD M. BAIO Officer 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States 44 FOREST LAKE DRIVE, WEST HARRISON, NY, 10604, United States
PHILIP S. WELT Officer 475 STEAMBOAT RD., GREENWICH, CT, 06830, United States 157 MOUNTAIN WOOD ROAD, STAMFORD, CT, 06903, United States
W. ROBERT BERKLEY JR. Officer 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States 475 STEAMBOAT ROAD, GREENWICH, CT, 06830, United States

History

Type Old value New value Date of change
Name change FINEVEST SERVICES, INC. W. R. BERKLEY CORPORATION 1973-08-15

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012399134 2024-10-17 No data Annual Report Annual Report No data
BF-0011390908 2023-10-14 No data Annual Report Annual Report No data
BF-0010284140 2022-09-27 No data Annual Report Annual Report 2022
BF-0009818164 2021-10-18 No data Annual Report Annual Report No data
0007348058 2021-05-20 No data Annual Report Annual Report 2020
0006658363 2019-10-09 No data Annual Report Annual Report 2019
0006276220 2018-11-13 No data Annual Report Annual Report 2017
0006276226 2018-11-13 No data Annual Report Annual Report 2018
0005662960 2016-10-03 No data Annual Report Annual Report 2016
0005402133 2015-09-28 No data Annual Report Annual Report 2015

Related by officers

RICHARD M. BAIO

CAPITOL CROSSING ADVISORS, LLC SIGNET STAR HOLDINGS, INC. BERKLEY GLOBAL UNDERWRITERS, LLC STEAMBOAT ASSET MANAGEMENT, LLC BERKLEY INSURANCE SERVICES, LLC BERKLEY INSURANCE COMPANY BERKLEY DEAN & COMPANY, INC.

WILLIAM R. BERKLEY

INTERLAKEN CAPITAL, INC. ALBERT B. SABIN VACCINE FOUNDATION, INC. THE INTERLAKEN CAPITAL PARTNERS LIMITED PARTNERSHIP BERKLEY LONDON HOLDINGS, INC. CAPITAL B LLC ASSOCIATED COMMUNITY BANCORP, INC. BERKLEY HOLDINGS CORP. TWO BERKLEY HOLDINGS CORP. CONNECTICUT FOOTBALL CLUB, INC. THE BERKLEY FAMILY FOUNDATION, INC.

PHILIP S. WELT

CAPITOL CROSSING ADVISORS, LLC BERKLEY INSURANCE COMPANY

W. ROBERT BERKLEY JR.

BERKLEY GLOBAL UNDERWRITERS, LLC STEAMBOAT ASSET MANAGEMENT, LLC BERKLEY INSURANCE SERVICES, LLC 600 INDIAN FIELD ROAD LLC BERKLEY INSURANCE COMPANY BERKLEY DEAN & COMPANY, INC. BERKLEY INSURANCE COMPANY BERKLEY DEAN & COMPANY, INC. BERKLEY RISK SOLUTIONS, LLC

MARY C. FARRELL

YALE NEW HAVEN HEALTH SERVICES CORPORATION YNH NETWORK CORPORATION

Related by address

475 STEAMBOAT RD., GREENWICH, CT, 06830, United States

BERKLEY DEAN & COMPANY, INC.

475 STEAMBOAT RD., GREENWICH, CT, United States, 06830

BERKLEY DEAN & COMPANY, INC.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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