Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Other$199K
- Dental$196K
- Life$196K
- Short-term disability$196K
- +2 more
Sponsor portfolio
KIMBERTON WHOLE FOODS
EIN 23-2748219Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$1.9M premiums
Participants
476
P.O. BOX 760 - KIMBERTON, PA 19442610-233-2343
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 322 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- BLUE CROSS OF CALIFORNIA63%
- KEYSTONE HEALTH PLAN EAST26%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
85%top
- ROGERS BENEFIT GROUP INC85%
- USI INSURANCE SERVICES LLC15%
- CUSTOM BENEFIT PROGRAMS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KIMBERTON WHOLE FOODS 401(K) PLAN
401k
Assets$4.6M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
KIMBERTON WHOLE FOODS HEALTH AND WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$1.9M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KIMBERTON WHOLE FOODS 401(K) PLAN | 401k | $4.6M | 264 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | KIMBERTON WHOLE FOODS HEALTH AND WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $1.9M | 322 | 2025 |
Retirement plans
Welfare plans