Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$344K
- Short-term disability$344K
- Long-term disability$344K
- Other$344K
- Vision$37K
Sponsor portfolio
BERGER TRANSFER & STORAGE, INC.
EIN 41-0677589Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
1
$36.3M assets
Welfare
1
$381K premiums
Participants
816
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $381K premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BERGER TRANSFER & STORAGE, INC. 401(K) PLAN AND TRUST
401k
Assets$36.3M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
BERGER TRANSFER & STORAGE HEALTH PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$381K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BERGER TRANSFER & STORAGE, INC. 401(K) PLAN AND TRUST | 401k | $36.3M | 453 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | BERGER TRANSFER & STORAGE HEALTH PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $381K | 358 | 2024 |
Retirement plans
Welfare plans