Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$243K
- Dental$97K
- Vision$97K
- Life$97K
- Short-term disability$97K
- Long-term disability$97K
- +1 more
Filings through .
R.F. Berkheimer & Sons
EIN 23-1674485Wholesale TradeLatest filing 2025
Plans
3
Retirement
1
$5.3M assets
Health & Benefits
2
$341K premiums
Participants
378
1805 LOUCKS ROAD, SUITE 800 - YORK, PA 17408717-793-2102
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $341K premiums / 191 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#002
R.F. BERKHEIMER & SONS 401(K) PLAN
401(k)
Assets$5.3M
Participants184
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
R.F. BERKHEIMER AND SONS, INC. EMPLOYEE BENEFIT PLAN
Self-funded - CRUM & FORSTER
Premiums$243K
Covered lives73
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
R. F. BERKHEIMER AND SONS, INC. GROUP INSURANCE PLAN (502)
Fully insured - GUARDIAN
Premiums$97K
Covered lives118
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | R.F. BERKHEIMER & SONS 401(K) PLAN | 401(k) | $5.3M | 184 | 2025 |
- #002 · 401(k) · 2025184
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | R.F. BERKHEIMER AND SONS, INC. EMPLOYEE BENEFIT PLAN | Self-funded | CRUM & FORSTER | $243K | 73 | 2025 |
| #502 | R. F. BERKHEIMER AND SONS, INC. GROUP INSURANCE PLAN (502) | Fully insured | GUARDIAN | $97K | 118 | 2025 |
- #501 · Self-funded · CRUM & FORSTER · 202573
- #502 · Fully insured · GUARDIAN · 2025118
Retirement plans
Health & Benefits plans