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
Filings through .
H.A. Berkheimer, Inc.
EIN 23-1669661higher educationLatest filing 2025
Plans
2
Retirement
1
$33.3M assets
Health & Benefits
1
$444K premiums
Participants
1,017
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $444K premiums / 673 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
H. A. BERKHEIMER, INC. RETIREMENT PLAN
401(k)
Assets$33.3M
Participants606
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
H.A. BERKHEIMER, INC. EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$444K
Covered lives673
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | H. A. BERKHEIMER, INC. RETIREMENT PLAN | 401(k) | $33.3M | 606 | 2025 |
- #001 · 401(k) · 2025606
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025673
Retirement plans
Health & Benefits plans