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  2. W. ATLEE BURPEE & CO.
Sponsor portfolio

W. ATLEE BURPEE & CO.

EIN 23-0447250-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$2.2M premiums
Participants
398
300 PARK AVENUE - WARMINSTER, PA 18974215-674-4900
Plans on this EIN
2 filings
#002401k-$19.1M - 243 part#501Mixed-$2.2M - 228 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Vision$443K
  • Life$84K
  • Long-term disability$71K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KEYSTONE HEALTH PLAN EAST51%
  • BLUE CROSS OF CALIFORNIA42%
  • STANDARD INSURANCE COMPANY7%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • JOHNSON KENDALL AND JOHNSON84%
  • USI INSURANCE SERVICES LLC13%
  • GIS BENEFITS INC3%
  • WOODRAIL INS AND FIN SRVS LLC0%
Total $85K4 slices

Plan deep-dives

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

THE BURPEE RETIREMENT SAVINGS PLAN

401k

Assets$19.1M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W. ATLEE BURPEE COMPANY HEALTH AND WELFARE PLAN

Mixed - KEYSTONE

Premiums$2.2M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE BURPEE RETIREMENT SAVINGS PLAN401k$19.1M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W. ATLEE BURPEE COMPANY HEALTH AND WELFARE PLANMixedKEYSTONE$2.2M2282025
Retirement plans
Welfare plans
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