Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.6M
- Life$375K
- Long-term disability$375K
- Other$375K
- Vision$33K
Sponsor portfolio
BERGSTROM INC.
EIN 36-2138104transportation/trucking/railroadLatest filing 2025
Plans
5
Retirement
1
$63.7M assets
Welfare
4
$3.9M premiums
Participants
1,013
2390 BLACKHAWK ROAD - ROCKFORD, IL 61109815-874-7821bergstrominc.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Benefits portfolio analytics
4 plans / $3.9M premiums / 1,907 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- RELIASTAR LIFE INSURANCE COMPANY18%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
84%top
- M3 INSURANCE SOLUTIONS INC84%
- WATCHTOWER TECHNOLOGIES INC9%
- C2 CENTRIC LLC6%
- ADP INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
401k
Assets$63.7M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
BERGSTROM INC. BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$2.0M
Covered lives633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BERGSTROM, INC. EMPLOYEE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$1.7M
Covered lives635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BERGSTROM, INC. LONG TERM DISABILITY BENEFIT PLAN
Fully Insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$107K
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BERGSTROM, INC. ANCILLARY BENEFIT PLAN
Fully Insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$106K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | 401k | $63.7M | 599 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | BERGSTROM INC. BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF ILLINOIS | $2.0M | 633 | 2025 | |
| 502 | BERGSTROM, INC. EMPLOYEE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF ILLINOIS | $1.7M | 635 | 2024 | |
| 504 | BERGSTROM, INC. LONG TERM DISABILITY BENEFIT PLAN | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY | $107K | 416 | 2024 | |
| 505 | BERGSTROM, INC. ANCILLARY BENEFIT PLAN | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY | $106K | 223 | 2024 |
Retirement plans
Welfare plans