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Sponsor portfolio

DENNIS K. BURKE, INC.

EIN 04-2275626-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$239K premiums
Participants
373
555 CONSTITUTION DRIVE - TAUNTON, MA 02780617-884-7800burkeoil.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$21.5M - 189 part#503Mixed-$239K - 343 lives

Benefits portfolio analytics

1 plan / $239K premiums / 343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$131K
  • Life$116K
  • Short-term disability$116K
  • Long-term disability$116K
  • Dental$95K
  • Vision$13K
Total $239K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • PRINCIPAL LIFE INSURANCE COMPANY48%
  • AETNA LIFE INSURANCE COMPANY40%
  • HARTFORD LIFE AND ACCIDENT6%
  • VISION SERVICE PLAN5%
Total $239K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • CROSS INSURANCE65%
  • PROFESSIONAL GROUP PLANS INC20%
  • LOCKTON COMPANIES, LLC15%
Total $28K3 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

DENNIS K. BURKE, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$21.5M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DENNIS K. BURKE INC. HEALTH AND WELFARE

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$239K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DENNIS K. BURKE, INC. PROFIT SHARING AND 401(K) PLAN401k$21.5M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DENNIS K. BURKE INC. HEALTH AND WELFAREMixedPRINCIPAL LIFE INSURANCE COMPANY$239K3432025
Retirement plans
Welfare plans
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