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Sponsor portfolio

R. F. BERKHEIMER AND SONS, INC.

EIN 23-1674485-Latest filing 2025
Plans
3
Retirement
1
$5.8M assets
Welfare
2
$341K premiums
Participants
377
1805 LOUCKS ROAD, SUITE 800 - YORK, PA 17408717-793-2102
Plans on this EIN
3 filings
#002401k-$5.8M - 183 part#501Self Funded-$243K - 73 lives#502Fully Insured-$97K - 118 lives

Benefits portfolio analytics

2 plans / $341K premiums / 191 covered lives

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
Total $341K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITED STATES FIRE INSURANCE COMPANY71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA29%
Total $341K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BROWN & BROWN INSURANCE SERVICES75%
  • STRATEGIC NON-MEDICAL SOLUTION25%
Total $20K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

R.F. BERKHEIMER & SONS 401(K) PLAN

401k

Assets$5.8M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R.F. BERKHEIMER AND SONS, INC. EMPLOYEE BENEFIT PLAN

Self Funded - CRUM & FORSTER

Premiums$243K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

R. F. BERKHEIMER AND SONS, INC. GROUP INSURANCE PLAN (502)

Fully Insured - GUARDIAN

Premiums$97K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002R.F. BERKHEIMER & SONS 401(K) PLAN401k$5.8M1832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R.F. BERKHEIMER AND SONS, INC. EMPLOYEE BENEFIT PLANSelf FundedCRUM & FORSTER$243K732025
502R. F. BERKHEIMER AND SONS, INC. GROUP INSURANCE PLAN (502)Fully InsuredGUARDIAN$97K1182025
Retirement plans
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