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  2. KERBERROSE, S.C.
Sponsor portfolio

KERBERROSE, S.C.

EIN 39-1658423-accounting-Latest filing 2025
Plans
2
Retirement
1
$37.1M assets
Welfare
1
$1.9M premiums
Participants
541
487 RIVERWOOD LANE - GREEN BAY, WI 54313715-526-9400kerberrose.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$37.1M - 327 part#505Fully Insured-$1.9M - 142 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.5M
  • Prescription drug$1.5M
  • Life$217K
  • Short-term disability$217K
  • Long-term disability$217K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • SYMETRA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GALLAGHER BENEFIT SERVICES, INC.85%
  • GCG FINANCIAL LLC10%
  • JENNON M CARUTH6%
Total $101K3 slices

Plan deep-dives

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

KERBERROSE S.C. 401(K) PROFIT SHARING PLAN

401k

Assets$37.1M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KERBERROSE, S.C. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KERBERROSE S.C. 401(K) PROFIT SHARING PLAN401k$37.1M3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KERBERROSE, S.C. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1422025
Retirement plans
Welfare plans
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