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Sponsor portfolio

BERKS COMMUNITY HEALTH CENTER

EIN 27-3795179-medical practice-Latest filing 2025
Plans
3
Retirement
2
$6.0M assets
Welfare
1
$328K premiums
Participants
278
645 PENN STREET, SUITE 301 - READING, PA 19601610-988-4838berkschc.netLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#002403b-$3.7M - 91 part#001401k-$2.3M - 127 part#502Self Funded-$328K - 60 lives

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 218 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • HEALTH CENTER 403(B) (#002)62%
  • PLAN & TRUST (#001)38%
Total $6.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • (Not disclosed)62%
  • PENSERV PLAN SERVICES, INC.38%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)127
  • HEALTH CENTER 403(B) (#002)91
Total 218Click row to drill in

Benefits portfolio analytics

1 plan / $328K premiums / 60 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AVALON INSURANCE COMPANY99%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $328K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BERKS COMMUNITY HEALTH CENTER 403(B) PLAN

403b

Assets$3.7M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BERKS COMMUNITY HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.3M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BERKS COMMUNITY HEALTH CENTER GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$328K
Covered lives60
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BERKS COMMUNITY HEALTH CENTER 403(B) PLAN403b$3.7M912025
001BERKS COMMUNITY HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST401k$2.3M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BERKS COMMUNITY HEALTH CENTER GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$328K602025
Retirement plans
Welfare plans
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