Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$290K
- Life$245K
- Short-term disability$245K
- Long-term disability$245K
- Dental$124K
- Vision$30K
Sponsor portfolio
H. A. BERKHEIMER, INC.
EIN 23-1669661higher educationLatest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$444K premiums
Participants
1,021
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $444K premiums / 673 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA62%
- DELTA DENTAL OF CALIFORNIA28%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
98%top
- AMERICAN INSURANCE ADMNSTRTS., INC.98%
- GCG FINANCIAL LLC2%
- CORPORATE SYNERGIES GROUP LLC0%
- THOMAS CHRISTOPHER SMITH0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H. A. BERKHEIMER, INC. RETIREMENT PLAN
401k
Assets$29.0M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
H.A. BERKHEIMER, INC. EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$444K
Covered lives673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H. A. BERKHEIMER, INC. RETIREMENT PLAN | 401k | $29.0M | 610 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | H.A. BERKHEIMER, INC. EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $444K | 673 | 2025 |
Retirement plans
Welfare plans