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Sponsor portfolioTH

BURNS ENGINEERING, INC.

EIN 23-1602491-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$84.5M assets
Welfare
1
$491K premiums
Participants
1,104
2001 MARKET STREET, SUITE 600 - PHILADELPHIA, PA 19103215-608-7831burns-group.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002401k-$66.4M - 421 part#003ESOP-$18.1M - 349 part#501Mixed-$491K - 429 lives

Retirement portfolio analytics

2 plans aggregated / $84.5M assets / 770 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#002)79%
  • EMPLOYEE STOCK OWNERSHIP (#003)21%
Total $84.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • BPAS ACTUARIAL & PENSION SERVICES79%
  • (Not disclosed)21%
Total $84.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)421
  • EMPLOYEE STOCK OWNERSHIP (#003)349
Total 770Click row to drill in

Benefits portfolio analytics

1 plan / $491K premiums / 429 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$268K
  • Other$195K
  • Life$187K
  • Long-term disability$187K
  • Vision$29K
Total $491K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA38%
  • VISION SERVICE PLAN6%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $491K4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • CONNER STRONG & BUCKELEW90%
  • AVANT SPECIALTY BENEFITS LLC10%
  • IMG0%
Total $32K3 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

BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$66.4M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BURNS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.1M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURNS ENGINEERING, INC. WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$491K
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN401k$66.4M4212024
003BURNS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$18.1M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURNS ENGINEERING, INC. WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$491K4292025
Retirement plans
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