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  2. BURLINGTON COAT FACTORY WAREHOUSE CORPORATION
Sponsor portfolio

BURLINGTON COAT FACTORY WAREHOUSE CORPORATION

EIN 22-1970303-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$458.9M assets
Welfare
1
$20.9M premiums
Participants
100,800
2006 ROUTE 130 NORTH - BURLINGTON, NJ 08016609-387-7800
Plans on this EIN
3 filings
#002401k-$457.0M - 70,632 part#003401k-$1.9M - 2,707 part#508Fully Insured-$20.9M - 36,086 lives

Retirement portfolio analytics

2 plans aggregated / $458.9M assets / 73,339 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • BURLINGTON STORES Savings (#002)100%
  • PUERTO RICO Savings (#003)0%
Total $458.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $458.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BURLINGTON STORES Savings (#002)70,632
  • PUERTO RICO Savings (#003)2,707
Total 73,339Click row to drill in

Benefits portfolio analytics

1 plan / $20.9M premiums / 36,086 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.6M
  • Prescription drug$10.6M
  • Other$8.9M
  • Dental$8.6M
  • Life$8.6M
  • Short-term disability$8.6M
  • +2 more
Total $20.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • KAISER FOUNDATION HEALTH PLAN INC46%
  • METROPOLITAN LIFE INSURANCE COMPANY41%
  • EYEMED VISION CARE6%
  • TRIPLE S SALUD, INC.4%
  • AETNA LIFE INSURANCE COMPANY1%
  • +3 more
Total $20.9M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $948K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BURLINGTON STORES SAVINGS PLAN

401k

Assets$457.0M
Participants70,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BURLINGTON STORES PUERTO RICO SAVINGS PLAN

401k

Assets$1.9M
Participants2,707
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

BURLINGTON COAT FACTORY WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$20.9M
Covered lives36,086
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BURLINGTON STORES SAVINGS PLAN401k$457.0M70,6322024
003BURLINGTON STORES PUERTO RICO SAVINGS PLAN401k$1.9M2,7072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508BURLINGTON COAT FACTORY WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$20.9M36,0862024
Retirement plans
Welfare plans
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