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Sponsor portfolioWelfare / HealthEIN 23-2415973

HERBEIN AND COMPANY, INC.

2763 CENTURY BOULEVARD · READING, PA 19610
6103781175
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
612
No prior year
Total participants
491
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$787K
HERBEIN + COMPANY, INC. GROUP MEDICAL PLAN
Self-funded211 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #501$552K
HERBEIN + COMPANY, INC. EMPLOYEE BENEFIT PLAN
Fully insured401 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$787K26.4%
Other$525K17.6%
Dental$411K13.8%
Life$411K13.8%
Short-term disability$411K13.8%
Long-term disability$411K13.8%
Vision$26K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$787K58.8%11211
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLSTDLTDOth
$411K30.7%11271
TRUSTMARK INSURANCE COMPANY
EIN 360792925
Oth
$114K8.5%1175
BLUE CROSS OF CALIFORNIA
EIN 231294723
V
$26K2.0%11401

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
POWER-KUNKLE GROUP INCWYOMISSING, PASUN LIFE ASSURANCE COMPANY OF CANADA$32K$0$32K47.0%1
LTC SOLUTIONS, INC.REDMOND, WATRUSTMARK INSURANCE COMPANY$22K$0$22K32.0%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$14K$0$14K20.9%1

History & trajectory

10 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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