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Form 5500 · Employee benefit plan · PORTAGE, IN

G.W. BERKHEIMER CO. INC.

G.W. BERKHEIMER CO. INC. of PORTAGE, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M.A. DILTS & ASSOCIATES, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0823544 · plan 501 · as of Jul 2026

Participants
297
Carriers on file
5
Disclosed commissions
$40,794
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYVision, Stop-loss570September$18,399
UNUM LIFE INSURANCE COMPANY OF AMERICALife78December$8,304
UNUM LIFE INSURANCE COMPANY OF AMERICALife343December$7,553
UNUM LIFE INSURANCE COMPANY OF AMERICADisability135December$4,576
UNUM LIFE INSURANCE COMPANY OF AMERICADisability48December$1,962

Questions

Who is G.W. BERKHEIMER CO. INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, G.W. BERKHEIMER CO. INC.'s broker of record is M.A. DILTS & ASSOCIATES, INC..

What insurance carrier does G.W. BERKHEIMER CO. INC. use?

G.W. BERKHEIMER CO. INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.

When does G.W. BERKHEIMER CO. INC.'s group plan renew?

The most recent Schedule A policy period for G.W. BERKHEIMER CO. INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from G.W. BERKHEIMER CO. INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.