PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY
Sponsor portfolioTH

BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY

EIN 03-0179404-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$30.0M assets
Welfare
1
$302K premiums
Participants
382
57 SEMINARY AVENUE, P.O. BOX 498 - MANCHESTER, VT 052540498802-362-1775
Plans on this EIN
2 filings
#001403b-$30.0M - 272 part#504Fully Insured-$302K - 509 lives

Benefits portfolio analytics

1 plan / $302K premiums / 509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$159K
  • Health$76K
  • Prescription drug$76K
  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • +1 more
Total $302K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • MVP HEALTH CARE25%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY22%
Total $302K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • SBI BENEFITS CONSULTANTS84%
  • HUB INTERNATIONAL MIDWEST LIMITED16%
Total $78K2 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

BURR AND BURTON ACADEMY 403(B)PLAN

403b

Assets$30.0M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BURR & BURTON HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$302K
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURR AND BURTON ACADEMY 403(B)PLAN403b$30.0M2722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BURR & BURTON HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$302K5092024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica