Plan Ledger DOL Form 5500 · updated monthly

Bergstrom Inc.benefits

Bergstrom Inc. Benefits Plan · ROCKFORD, IL · plan year 2025

Previously filed as Bergstrom, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$67,504

Bergstrom Inc.'s benefits plans covered 411 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $67,504 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $164 per covered person, below the median for employer plans that report broker pay. Broker pay fell 14% from $78,311 in 2024.

Insurance contracts · 20253
VISION SERVICE PLAN · visionpremiums n/a · 314 covered
BLUE CROSS BLUE SHIELD OF ILLINOIS · stop-losspremiums n/a · 618 covered
RELIASTAR LIFE INSURANCE COMPANY · life ltdpremiums n/a · 633 covered
Brokers & agents paid · 20254
C2 CENTRIC LLC$3,749 · incl $3,749 fees
M3 INSURANCE SOLUTIONS INC$56,928 · incl $2,693 fees
ADP, INC.$1,039 · incl $1,039 fees
WATCHTOWER TECHNOLOGIES INC$5,788 · incl $5,624 fees
Also brokered by C2 Centric LLC5
Aspirus Inc. WI$20,834
Wis-Pak, Inc. WI$13,047

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 362138104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.