Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$70K
- Dental$69K
- Other$59K
- Life$42K
- Long-term disability$17K
- Vision$13K
Sponsor portfolio
BERKS NEW HOMES, LLC
EIN 82-3505051ConstructionLatest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$211K premiums
Participants
304
3335 MORGANTOWN ROAD, PO BOX 7 - MOHNTON, PA 195400007877-856-6267
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $211K premiums / 169 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY61%
- PRINCIPAL LIFE INSURANCE COMPANY33%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
71%top
- CBIZ BENEFITS & INSURANCE SERVICES71%
- USI INSURANCE SERVICES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERKS NEW HOMES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$8.7M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERKS NEW HOMES, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$211K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERKS NEW HOMES, LLC 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 185 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERKS NEW HOMES, LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $211K | 169 | 2024 |
Retirement plans
Welfare plans