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Form 5500 · Employee benefit plan · READING, PA

HERBEIN AND COMPANY, INC.

Public Form 5500 records show how HERBEIN AND COMPANY, INC. (READING, PA) structures its employee benefits. Its broker of record is POWER-KUNKLE GROUP INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2415973 · plan 501 · as of Jul 2026

Participants
236
Carriers on file
3
Disclosed commissions
$67,358
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADental, Life, Disability271December$45,790
TRUSTMARK INSURANCE COMPANY75December$21,568
HIGHMARK INC.Vision401December$0

Questions

Who is HERBEIN AND COMPANY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HERBEIN AND COMPANY, INC.'s broker of record is POWER-KUNKLE GROUP INC.

What insurance carrier does HERBEIN AND COMPANY, INC. use?

HERBEIN AND COMPANY, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does HERBEIN AND COMPANY, INC.'s group plan renew?

The most recent Schedule A policy period for HERBEIN AND COMPANY, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HERBEIN AND COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.