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Sponsor portfolioWelfare / HealthEIN 36-2138104

BERGSTROM INC.

2390 BLACKHAWK ROAD · ROCKFORD, IL 61109
8158747821
Plans filed
4
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
633
No prior year
Total participants
414
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #506$2.0M
BERGSTROM INC. BENEFITS PLAN
Mixed633 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ILLINOIS
Plan #502$1.7M
BERGSTROM, INC. EMPLOYEE BENEFIT PLAN
Mixed635 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ILLINOIS
Plan #504$107K
BERGSTROM, INC. LONG TERM DISABILITY BENEFIT PLAN
Fully insured416 covered·1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #505$106K
BERGSTROM, INC. ANCILLARY BENEFIT PLAN
Fully insured223 covered·1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.6M58.4%
Life$375K13.5%
Long-term disability$375K13.5%
Other$375K13.5%
Vision$33K1.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
SL
$1.6M79.9%11618
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LLTDOth
$375K18.5%11633
VISION SERVICE PLAN
EIN 200891619
V
$33K1.6%11314

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIVISION SERVICE PLAN, RELIASTAR LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ILLINOIS$54K$3K$57K84.3%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILVISION SERVICE PLAN, RELIASTAR LIFE INSURANCE COMPANY$164$6K$6K8.6%1
C2 CENTRIC LLCAURORA, CORELIASTAR LIFE INSURANCE COMPANY$0$4K$4K5.6%1
ADP, INC.BOSTON, MARELIASTAR LIFE INSURANCE COMPANY$0$1K$1K1.5%1

History & trajectory

11 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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