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Sponsor portfolio

HERBEIN AND COMPANY, INC.

EIN 23-2415973-accounting-Latest filing 2025
Plans
3
Retirement
1
$55.7M assets
Welfare
2
$1.3M premiums
Participants
871
2763 CENTURY BOULEVARD - READING, PA 19610610-378-1175herbein.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filings
#001401k-$55.7M - 380 part#502Self Funded-$787K - 211 lives#501Fully Insured-$552K - 401 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 612 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$787K
  • Other$525K
  • Dental$411K
  • Life$411K
  • Short-term disability$411K
  • Long-term disability$411K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HM LIFE INSURANCE COMPANY59%
  • SUN LIFE ASSURANCE COMPANY OF CANADA31%
  • TRUSTMARK INSURANCE COMPANY9%
  • BLUE CROSS OF CALIFORNIA2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • POWER-KUNKLE GROUP INC47%
  • LTC SOLUTIONS, INC.32%
  • JAMES R NELLIGAN & ASSOCIATES LLC21%
Total $67K3 slices

Plan deep-dives

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

HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN

401k

Assets$55.7M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HERBEIN + COMPANY, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$787K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HERBEIN + COMPANY, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$552K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERBEIN AND COMPANY, INC. PROFIT SHARING PLAN401k$55.7M3802025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HERBEIN + COMPANY, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$787K2112024
501HERBEIN + COMPANY, INC. EMPLOYEE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$552K4012024
Retirement plans
Welfare plans
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