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  2. Koberstein Holdings, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Koberstein Holdings, Inc.

EIN 46-4269767-package/freight delivery-Latest filing 2025
Plans
3
Retirement
2
$19.6M assets
Health & Benefits
1
Participants
48
12600 WARRICK COUNTY LINE ROAD - EVANSVILLE, IN 47725812-214-7369LinkedIn11-50 employeespackage/freight delivery
Plans on this EIN
3 filings
#002ESOP-$17.0M - 23 part#001401(k)-$2.6M - 25 part#502Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $19.6M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#002)$17.0M
  • SHARING & Savings (#001)$2.6M
Total $19.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING & Savings (#001)25
  • PLAN & TRUST (#002)23
Total 48Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$17.0M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN

401(k)

Assets$2.6M
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$17.0M232025
#001KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN401(k)$2.6M252025
  • KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST$17.0M
    #002 · ESOP · 202523
  • KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN$2.6M
    #001 · 401(k) · 202525

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLANSelf-funded-$002025
  • KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN$0
    #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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