G.W. Berkheimer Co. Hospitalization Life & Disability Plan — Form 5500 plan (G.W. Berkheimer Co. Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, G.W. Berkheimer Co. Hospitalization Life & Disability Plan is a benefit plan reported by G.W. Berkheimer Co. Inc. under EIN 35-0823544 and plan number 501. The latest loaded filing year is 2023. The filing reports 318 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants318Covered participants reported
Assets / participantNot reported
Provider compensation$233.7K2 Schedule C provider row(s)$233,738
Plan sponsor
G.W. Berkheimer Co. Inc.
EIN
35-0823544
Plan number
501
Plan type
2
Location
Portage, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318C20240801150753NAL0039053616001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Services, Inc.CLAIMS PROCESSOR$228,533$02023
M.A. Dilts & AssociatesBROKER$5,205not reported in the loaded dataset2023

Related Form 5500 pages