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Sponsor portfolio

JOHN BURNS RESEARCH AND CONSULTING LLC

EIN 01-0556156-market research-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$1.3M premiums
Participants
318
9140 IRVINE CENTER DR STE 200 - IRVINE, CA 92618714-397-0015jbrec.comLinkedIn51-200 employeesmarket research
Plans on this EIN
2 filings
#001401k-$22.3M - 172 part#501Fully Insured-$1.3M - 176 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$108K
  • Vision$93K
  • Short-term disability$44K
  • Other$44K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • AFLAC1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ADVOCATE, INC.91%
  • BENNIE INSURANCE, LLC4%
  • DENISE M. AVILA WALKER2%
  • STEPHANIE A REYNOSO1%
  • DANIEL AARON MCCONNELL1%
  • +2 more
Total $93K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOHN BURNS RESEARCH AND CONSULTING LLC 401K PLAN

401k

Assets$22.3M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN BURNS RESEARCH AND CONSULTING LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.3M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHN BURNS RESEARCH AND CONSULTING LLC 401K PLAN401k$22.3M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN BURNS RESEARCH AND CONSULTING LLC HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.3M1762025
Retirement plans
Welfare plans
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