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
Filings through .
Bergstrom Inc
EIN 36-2138104transportation/trucking/railroadLatest filing 2025
Plans
5
Retirement
1
$68.2M assets
Health & Benefits
4
$3.9M premiums
Participants
968
2390 BLACKHAWK ROAD - ROCKFORD, IL 61109815-874-7821bergstrominc.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $3.9M premiums / 1,907 covered lives
See carrier and broker market share with Pro.
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
401(k)
Assets$68.2M
Participants554
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
BERGSTROM INC. BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$2.0M
Covered lives633
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BERGSTROM, INC. EMPLOYEE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$1.7M
Covered lives635
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
BERGSTROM, INC. LONG TERM DISABILITY BENEFIT PLAN
Fully insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$107K
Covered lives416
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
BERGSTROM, INC. ANCILLARY BENEFIT PLAN
Fully insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$106K
Covered lives223
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | 401(k) | $68.2M | 554 | 2025 |
- #001 · 401(k) · 2025554
Health & Benefits plans
4 plans on this EIN
| 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 |
- #506 · Mixed · BLUE CROSS BLUE SHIELD OF ILLINOIS · 2025633
- #502 · Mixed · BLUE CROSS BLUE SHIELD OF ILLINOIS · 2024635
- #504 · Fully insured · RELIASTAR LIFE INSURANCE COMPANY · 2024416
- #505 · Fully insured · RELIASTAR LIFE INSURANCE COMPANY · 2024223
Retirement plans
Health & Benefits plans