Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$796K
- Other$534K
- Dental$400K
- Life$400K
- Short-term disability$400K
- Long-term disability$400K
- +1 more
Filings through .
Herbein and Company, Inc.
EIN 23-2415973accountingLatest filing 2025
Plans
3
Retirement
1
$55.7M assets
Health & Benefits
2
$1.4M premiums
Participants
666
2763 CENTURY BOULEVARD - READING, PA 19610610-378-1175herbein.comLinkedIn201-500 employeesaccounting
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 / $1.4M premiums / 703 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
HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN
401(k)
Assets$55.7M
Participants380
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HERBEIN + COMPANY, INC. GROUP MEDICAL PLAN
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$796K
Covered lives231
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
HERBEIN + COMPANY, INC. EMPLOYEE BENEFIT PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$559K
Covered lives472
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN | 401(k) | $55.7M | 380 | 2025 |
- #001 · 401(k) · 2025380
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HERBEIN + COMPANY, INC. GROUP MEDICAL PLAN | Self-funded | HM LIFE INSURANCE COMPANY | $796K | 231 | 2025 |
| #501 | HERBEIN + COMPANY, INC. EMPLOYEE BENEFIT PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $559K | 472 | 2025 |
- #502 · Self-funded · HM LIFE INSURANCE COMPANY · 2025231
- #501 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025472
Retirement plans
Health & Benefits plans