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Original filing (PDF)20250630084302NAL0011634049001
R. F. BERKHEIMER AND SONS, INC.
Form 5500
FILING_RECEIVED
R.F. BERKHEIMER AND SONS, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
62
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. F. BERKHEIMER AND SONS, INC..
Plan sponsor
Name
R. F. BERKHEIMER AND SONS, INC.
EIN
23-1674485
Address
1805 LOUCKS ROAD · SUITE 800 · YORK, PA · 17408
Phone
(717) 793-2102
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN (PA) | 20-0878127 | — | BROKER | $32K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $15K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $4K | — |
| INNOVU | 81-1938789 | — | OTHER | $3K | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.