Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$25.0M
Filings through .
Top hat
Hertzberg-New Method, Inc.
EIN 37-1001726ManufacturingLatest filing 2025
Plans
3
Retirement
2
$31.6M assets
Health & Benefits
1
$2.4M premiums
Participants
432
617 E VANDALIA RD. - JACKSONVILLE, IL 62650217-243-5451
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $31.6M assets / 258 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$25.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 182 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Life$2.3M
- Short-term disability$2.3M
- Other$2.3M
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HERTZBERG-NEW METHOD, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$25.0M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HERTZBERG-NEW METHOD RETIREMENT PLAN
401(k)
Assets$6.6M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HERTZBERG-NEW METHOD, INC EMPLOYEE BENEFITS PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLNOIS
Premiums$2.4M
Covered lives182
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERTZBERG-NEW METHOD, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $25.0M | 96 | 2025 |
| #002 | HERTZBERG-NEW METHOD RETIREMENT PLAN | 401(k) | $6.6M | 162 | 2025 |
- #001 · 401(k) · 202596
- #002 · 401(k) · 2025162
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HERTZBERG-NEW METHOD, INC EMPLOYEE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLNOIS | $2.4M | 182 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLNOIS · 2025182
Retirement plans
Health & Benefits plans