Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$534K
- Life$378K
- Short-term disability$378K
Sponsor portfolio
J-BERD MECHANICAL CONTRACTORS, INC.
EIN 41-1716695ConstructionLatest filing 2025
Plans
2
Retirement
1
$110.2M assets
Welfare
1
$534K premiums
Participants
1,594
1 INDUSTRIAL BLVD - SAUK RAPIDS, MN 56379320-656-0847
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $534K premiums / 721 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- HARTFORD LIFE AND ACCIDENT71%
- NICE HEALTHCARE29%
Broker market share
Schedule A broker compensation
53%top
- AVANT SPECIALTY BENEFITS LLC53%
- HOLMES MURPHY & ASSOCIATES47%
- USI INSURANCE SERVICES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J-BERD MECHANICAL CONTRACTORS, INC. 401(K) PLAN
401k
Assets$110.2M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#575
J-BERD MECHANICAL CONTRACTORS, INC. BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$534K
Covered lives721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J-BERD MECHANICAL CONTRACTORS, INC. 401(K) PLAN | 401k | $110.2M | 873 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 575 | J-BERD MECHANICAL CONTRACTORS, INC. BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $534K | 721 | 2025 |
Retirement plans
Welfare plans