Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.8M
- Life$161K
- Other$161K
- Long-term disability$143K
- Vision$60K
Sponsor portfolioTH
BERGEYS, INC.
EIN 23-1929243automotiveLatest filing 2025
Plans
2
Retirement
1
$127.1M assets
Welfare
1
$3.2M premiums
Participants
3,584
462 HARLEYSVILLE PIKE - SOUDERTON, PA 18964215-723-6071bergeys.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 1,541 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- STANDARD INSURANCE COMPANY10%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERGEY'S INCORPORATED 401(K) PROFIT SHARING PLAN
401k
Assets$127.1M
Participants2,034
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERGEYS, INC. EMPLOYEE HEALTH BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$3.2M
Covered lives1,541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERGEY'S INCORPORATED 401(K) PROFIT SHARING PLAN | 401k | $127.1M | 2,034 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERGEYS, INC. EMPLOYEE HEALTH BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.2M | 1,541 | 2025 |
Retirement plans
Welfare plans