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Sponsor portfolioWelfare / HealthEIN 23-1674485

R. F. BERKHEIMER AND SONS, INC.

1805 LOUCKS ROAD · YORK, PA 17408
7177932102
Plans filed
2
Years active
2021–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$341K
No prior year
Persons covered
191
No prior year
Total participants
194
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$243K
R.F. BERKHEIMER AND SONS, INC. EMPLOYEE BENEFIT PLAN
Self-funded73 covered·1 carrier
Primary: CRUM & FORSTER
Plan #502$97K
R. F. BERKHEIMER AND SONS, INC. GROUP INSURANCE PLAN (502)
Fully insured118 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$243K29.4%
Dental$97K11.8%
Vision$97K11.8%
Life$97K11.8%
Short-term disability$97K11.8%
Long-term disability$97K11.8%
Other$97K11.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED STATES FIRE INSURANCE COMPANY
EIN 221964315
SL
$243K71.5%1173
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$97K28.5%11118

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESCONSHOHOCKEN, PAGUARDIAN$13K$2K$15K75.2%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MAGUARDIAN$5K$0$5K24.8%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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