Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURLINGTON NORTHERN SANTA FE, LLC
EIN 27-1754839Transportation and WarehousingLatest filing 2024
Plans
3
Retirement
2
$5.61B assets
Welfare
1
$13.4M premiums
Participants
32,193
GENERAL OFFICE BUILDING, 2500 LOU MENK DRIVE - FORT WORTH, TX 76131817-352-1667
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.61B assets / 23,725 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.4M premiums / 14,989 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$12.0M
- Long-term disability$11.7M
- Other$11.5M
- Vision$889K
- Dental$239K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- METROPOLITAN LIFE INSURANCE COMPANY92%
- EYEMED VISION CARE7%
- AETNA LIFE INSURANCE COMPANY2%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BURLINGTON NORTHERN SANTA FE RETIREMENT PLAN
TraditionalDB
Assets$3.06B
Participants15,175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BURLINGTON NORTHERN SANTA FE INVESTMENT AND RETIREMENT PLAN
ESOP
Assets$2.54B
Participants8,550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BURLINGTON NORTHERN SANTA FE GROUP BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$13.4M
Covered lives14,989
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BURLINGTON NORTHERN SANTA FE RETIREMENT PLAN | TraditionalDB | $3.06B | 15,175 | 2024 | |
| 002 | BURLINGTON NORTHERN SANTA FE INVESTMENT AND RETIREMENT PLAN | ESOP | $2.54B | 8,550 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BURLINGTON NORTHERN SANTA FE GROUP BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $13.4M | 14,989 | 2024 |
Retirement plans
Welfare plans