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  2. Berpl, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Berpl, Inc.

EIN 88-3792524-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$39.6M assets
Health & Benefits
1
$174K premiums
Participants
498
3736 REGENT AVENUE - CINCINNATI, OH 45212513-619-5331LinkedIn1-10 employees
Plans on this EIN
3 filings
#002ESOP-$22.7M - 178 part#001401(k)-$16.9M - 181 part#501Mixed-$174K - 203 lives

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

Retirement portfolio analytics

2 plans aggregated / $39.6M assets / 359 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$22.7M
  • 401(K) RETIREMENT PLAN (#001)$16.9M
Total $39.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)181
  • EMPLOYEE STOCK OWNERSHIP (#002)178
Total 359Select a row to open it

Benefits portfolio analytics

1 plan / $174K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$165K
  • Dental$157K
  • Life$157K
  • Long-term disability$157K
  • Vision$9K
Total $174K5 rows
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Plan summaries

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

Retirement#002

BERPL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.7M
Participants178
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BERPL INC. 401(K) RETIREMENT PLAN

401(k)

Assets$16.9M
Participants181
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BERPL, INC. EMPLOYEE

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$174K
Covered lives203
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BERPL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$22.7M1782025
#001BERPL INC. 401(K) RETIREMENT PLAN401(k)$16.9M1812025
  • BERPL, INC. EMPLOYEE STOCK OWNERSHIP PLAN$22.7M
    #002 · ESOP · 2025178
  • BERPL INC. 401(K) RETIREMENT PLAN$16.9M
    #001 · 401(k) · 2025181

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BERPL, INC. EMPLOYEEMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$174K2032025
  • BERPL, INC. EMPLOYEE$174K
    #501 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025203
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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