Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Long-term disability$16K
Sponsor portfolio
KERKERING, BARBERIO & CO.
EIN 59-1753337accountingLatest filing 2024
Plans
2
Retirement
1
$28.3M assets
Welfare
1
$1.7M premiums
Participants
318
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
98%top
- ACRISURE LLC98%
- BENEFITS PLANNING CORP.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KERKERING, BARBERIO & CO. 401(K) PLAN
401k
Assets$28.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KERKERING, BARBERIO & CO. SECTION 125 FLEXIBLE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KERKERING, BARBERIO & CO. 401(K) PLAN | 401k | $28.3M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KERKERING, BARBERIO & CO. SECTION 125 FLEXIBLE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 267 | 2024 |
Retirement plans
Welfare plans