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Sponsor portfolioTH

HERTZBERG-NEW METHOD, INC.

EIN 37-1001726-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$31.6M assets
Welfare
1
$2.4M premiums
Participants
432
617 E VANDALIA RD. - JACKSONVILLE, IL 62650217-243-5451
Plans on this EIN
3 filings
#001401k-$25.0M - 96 part#002401k-$6.6M - 162 part#501Fully Insured-$2.4M - 182 lives

Retirement portfolio analytics

2 plans aggregated / $31.6M assets / 258 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#001)79%
  • METHOD RETIREMENT PLAN (#002)21%
Total $31.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • (Not disclosed)79%
  • JOHN HANCOCK LIFE INSURANCE COMPANY21%
Total $31.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • METHOD RETIREMENT PLAN (#002)162
  • PLAN AND TRUST (#001)96
Total 258Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Vision$2.4M
  • Life$2.4M
  • Short-term disability$2.4M
  • Other$2.4M
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $2.4M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $94K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HERTZBERG-NEW METHOD, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$25.0M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERTZBERG-NEW METHOD RETIREMENT PLAN

401k

Assets$6.6M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERTZBERG-NEW METHOD, INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLNOIS

Premiums$2.4M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HERTZBERG-NEW METHOD, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST401k$25.0M962025
002HERTZBERG-NEW METHOD RETIREMENT PLAN401k$6.6M1622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERTZBERG-NEW METHOD, INC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLNOIS$2.4M1822025
Retirement plans
Welfare plans
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