Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERKS PACKING CO., INC.
EIN 23-0404560food productionLatest filing 2025
Plans
4
Retirement
3
$16.7M assets
Welfare
1
$396K premiums
Participants
250
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $16.7M assets / 184 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $396K premiums / 70 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$331K
- Life$40K
- Long-term disability$40K
- Other$40K
- Dental$22K
- Vision$3K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- AVALON INSURANCE COMPANY83%
- HARTFORD LIFE AND ACCIDENT10%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- CAPITAL ADVANTAGE ASSURANCE COMPANY1%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
53%top
- KISTLER TIFFANY BENEFITS53%
- ENROLLEASE18%
- POWER-KUNKLE GROUP INC17%
- JAMES R NELLIGAN & ASSOCIATES LLC11%
- PATRIOT GROWTH INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERKS PACKING COMPANY, INC. 401(K) PLAN
401k
Assets$10.9M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BERKS PACKING UFCW 401(K) PLAN
401k
Assets$4.7M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BERKS PACKING TEAMSTERS 401(K) PLAN
401k
Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERKS PACKING COMPANY, INC. GROUP LIFE INSURANCE PLAN
Mixed - AVALON INSURANCE COMPANY
Premiums$396K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERKS PACKING COMPANY, INC. 401(K) PLAN | 401k | $10.9M | 53 | 2025 | |
| 004 | BERKS PACKING UFCW 401(K) PLAN | 401k | $4.7M | 115 | 2025 | |
| 003 | BERKS PACKING TEAMSTERS 401(K) PLAN | 401k | $1.1M | 16 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERKS PACKING COMPANY, INC. GROUP LIFE INSURANCE PLAN | Mixed | AVALON INSURANCE COMPANY | $396K | 70 | 2025 |
Retirement plans
Welfare plans