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Sponsor portfolio

BERTOLINO FOODS, INC.

EIN 04-3097088-food production-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.4M premiums
Participants
254
5 5TH STREET - PEABODY, MA 01960617-269-6340bertolinofoods.comLinkedIn51-200 employeesfood production
Plans on this EIN
2 filings
#001ProfitSharing-$8.6M - 182 part#501Fully Insured-$1.4M - 158 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$84K
  • Other$63K
  • Life$59K
  • Vision$8K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • ANDREA R. HENCHEY5%
  • ASHELY MCQUADE AND OTHER AGENTS2%
  • ENROLLMENT SOLUTIONS LTD1%
  • PIO ANDRES ORTIZ1%
  • +3 more
Total $61K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERTOLINO FOODS, INC.

ProfitSharing

Assets$8.6M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERTOLINO FOODS BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.4M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERTOLINO FOODS, INC.ProfitSharing$8.6M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERTOLINO FOODS BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.4M1582025
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