Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Other$200K
- Dental$152K
- Vision$152K
- Long-term disability$4K
Sponsor portfolio
S. BERTRAM, INC.
EIN 13-2911552food & beveragesLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$2.4M premiums
Participants
485
3401 TREMLEY POINT RD - LINDEN, NJ 07036908-463-2085sbertram.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- AFLAC5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
31%top
- HUB INTERNATIONAL MIDWEST LIMITED31%
- SAUL R LOCKER26%
- FNA INSURANCE SERVICES INC18%
- CENTERSTONE INSURANCE AND FINANCIAL13%
- EHRENFELD S.3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
S. BERTRAM, INC. 401(K) P/S PLAN
401k
Assets$1.6M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
S. BERTRAM INC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S. BERTRAM, INC. 401(K) P/S PLAN | 401k | $1.6M | 250 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | S. BERTRAM INC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.4M | 235 | 2025 |
Retirement plans
Welfare plans