Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.9M
- Life$689K
- Short-term disability$689K
- Long-term disability$689K
- Other$689K
- Dental$208K
- +1 more
Sponsor portfolioTH
BERGSTROM CORPORATION, INC.
EIN 39-1202572Retail TradeLatest filing 2025
Plans
2
Retirement
1
$119.1M assets
Welfare
1
$2.9M premiums
Participants
3,861
P.O. BOX 549 - NEENAH, WI 549570549920-725-4444
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 1,925 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- UNITEDHEALTHCARE INSURANCE COMPANY64%
- UNITED OF OMAHA LIFE INSURANCE COMPANY24%
- CARE-PLUS DENTAL PLANS, INC.7%
- SUPERIOR DENTAL CARE6%
Broker market share
Schedule A broker compensation
95%top
- MCCLONE AGENCY INC95%
- PATRIOT GROWTH INSURANCE SERVICES5%
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 CORPORATION 401(K) PLAN
401k
Assets$119.1M
Participants2,653
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERGSTROM CORPORATION EMPLOYEE WELFARE PLAN-AUTO DIVISION
Mixed - UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH
Premiums$2.9M
Covered lives1,925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERGSTROM CORPORATION 401(K) PLAN | 401k | $119.1M | 2,653 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERGSTROM CORPORATION EMPLOYEE WELFARE PLAN-AUTO DIVISION | Mixed | UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH | $2.9M | 1,925 | 2025 |
Retirement plans
Welfare plans