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  2. G.W. BERKHEIMER CO. INC.
Sponsor portfolio

G.W. BERKHEIMER CO. INC.

EIN 35-0823544-wholesale-Latest filing 2025
Plans
3
Retirement
2
$88.6M assets
Welfare
1
$1.5M premiums
Participants
1,160
6000 SOUTHPORT ROAD - PORTAGE, IN 46368219-764-5200gwberkheimer.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#003401k-$52.8M - 446 part#002ESOP-$35.9M - 422 part#501Mixed-$1.5M - 570 lives

Retirement portfolio analytics

2 plans aggregated / $88.6M assets / 868 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CO., INC. 401(K) (#003)60%
  • EMPLOYEE STOCK OWNERSHIP (#002)40%
Total $88.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO., INC. 401(K) (#003)446
  • EMPLOYEE STOCK OWNERSHIP (#002)422
Total 868Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 570 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.1M
  • Stop-loss$1.1M
  • Life$230K
  • Short-term disability$171K
  • Long-term disability$81K
  • Other$59K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITEDHEALTHCARE INSURANCE COMPANY79%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA21%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M A DILTS AND ASSOCIATES INC100%
Total $41K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

G.W. BERKHEIMER CO., INC. 401(K) PLAN

401k

Assets$52.8M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.9M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G.W. BERKHEIMER CO. HOSPITALIZATION LIFE & DISABILITY PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003G.W. BERKHEIMER CO., INC. 401(K) PLAN401k$52.8M4462024
002G.W. BERKHEIMER CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.9M4222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G.W. BERKHEIMER CO. HOSPITALIZATION LIFE & DISABILITY PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.5M5702025
Retirement plans
Welfare plans
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