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Sponsor portfolio

NED BARD & SON CO.

EIN 23-2120072-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$160K premiums
Participants
65
PO BOX 6 - LEOLA, PA 17540717-656-2931nedbard.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$4.4M - 44 part#501Mixed-$160K - 37 lives

Benefits portfolio analytics

1 plan / $160K premiums / 37 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$144K
  • Dental$13K
  • Life$3K
  • Other$3K
Total $160K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED STATES FIRE INSURANCE COMPANY90%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
  • TELADOC0%
Total $160K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NED BARD & SON CO. EMPLOYEES' 401(K) PLAN

401k

Assets$4.4M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NED BARD & SON CO. GROUP HEALTH PLAN

Mixed - CRUM & FORSTER

Premiums$160K
Covered lives37
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NED BARD & SON CO. EMPLOYEES' 401(K) PLAN401k$4.4M442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NED BARD & SON CO. GROUP HEALTH PLANMixedCRUM & FORSTER$160K372025
Retirement plans
Welfare plans
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