Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Prescription drug$5.8M
- Dental$272K
- Life$142K
- Long-term disability$128K
- Short-term disability$114K
- +2 more
Sponsor portfolio
BERNARDS BROS., INC.
EIN 95-2920045entertainmentLatest filing 2025
Plans
2
Retirement
1
$58.6M assets
Welfare
1
$6.5M premiums
Participants
890
555 FIRST STREET - SAN FERNANDO, CA 91340818-898-1521bernardsbros.comLinkedIn1-10 employeesentertainment
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.5M premiums / 907 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- CALIFORNIA PHYSICIANS SERVICE72%
- KAISER FOUNDATION HEALTH PLAN INC18%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- AFLAC1%
- +1 more
Broker market share
Schedule A broker compensation
84%top
- ACRISURE LLC84%
- FILICE INSURANCE AGENCY10%
- VARIOUS - SEE ATTACHED5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN
401k
Assets$58.6M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERNARDS BROS., INC. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$6.5M
Covered lives907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | 401k | $58.6M | 570 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERNARDS BROS., INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $6.5M | 907 | 2025 |
Retirement plans
Welfare plans