Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$165K
- Dental$157K
- Life$157K
- Long-term disability$157K
- Vision$9K
Sponsor portfolio
BERPL, INC.
EIN 88-3792524Latest filing 2025
Plans
2
Retirement
1
$29.6M assets
Welfare
1
$174K premiums
Participants
278
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $174K premiums / 203 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- EYEMED VISION CARE5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
52%top
- ASSUREDPARTNERS52%
- USI INSURANCE SERVICES LLC48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERPL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.6M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERPL, INC. EMPLOYEE
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$174K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERPL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $29.6M | 139 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERPL, INC. EMPLOYEE | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $174K | 203 | 2025 |
Retirement plans
Welfare plans