Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WM. T. BURNETT & COMPANY
EIN 26-2657994plasticsLatest filing 2025
Plans
3
Retirement
2
$28.3M assets
Welfare
1
$2.9M premiums
Participants
1,295
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $28.3M assets / 789 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.9M premiums / 506 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Vision$2.7M
- Prescription drug$2.7M
- Other$243K
- Life$188K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WM. T. BURNETT 401(K) RETIREMENT PLAN
401k
Assets$25.7M
Participants512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WM. T. BURNETT EMPLOYEE SAVINGS PLAN
401k
Assets$2.6M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WM. T. BURNETT & CO. LIFE, MEDICAL AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.9M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WM. T. BURNETT 401(K) RETIREMENT PLAN | 401k | $25.7M | 512 | 2024 | |
| 003 | WM. T. BURNETT EMPLOYEE SAVINGS PLAN | 401k | $2.6M | 277 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WM. T. BURNETT & CO. LIFE, MEDICAL AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.9M | 506 | 2025 |
Retirement plans
Welfare plans