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Sponsor portfolio

BURROUGHS, INC.

EIN 01-0941129-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$8.8M premiums
Participants
1,752
38505 COUNTRY CLUB DRIVE, SUITE 210 - FARMINGTON HILLS, MI 48331734-737-3014
Plans on this EIN
2 filings
#001401k-$42.8M - 1,018 part#501Fully Insured-$8.8M - 789 lives

Benefits portfolio analytics

1 plan / $8.8M premiums / 789 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.8M
  • Prescription drug$7.8M
  • Dental$7.8M
  • Other$661K
  • Life$565K
  • Short-term disability$548K
  • +2 more
Total $8.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • EYEMED VISION CARE3%
  • MCS LIFE INSURANCE COMPANY0%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • +1 more
Total $8.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • JUDE T. DONATO57%
  • LOCKTON COMPANIES, LLC29%
  • MERCER HEALTH AND BENEFITS, LLC14%
Total $250K3 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

BURROUGHS 401(K) PLAN

401k

Assets$42.8M
Participants1,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURROUGHS, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$8.8M
Covered lives789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURROUGHS 401(K) PLAN401k$42.8M1,0182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURROUGHS, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$8.8M7892024
Retirement plans
Welfare plans
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