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  1. Companies/
  2. Burkland Associates, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Burkland Associates, LLC

EIN 27-3835270-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$1.2M premiums
Participants
257
340 W. BALTIMORE AVE. - LARKSPUR, CA 94939415-944-8215
Plans on this EIN
2 filings
#002401(k)-$8.2M - 170 part#501Fully insured-$1.2M - 228 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$64K
  • Short-term disability$37K
  • Long-term disability$37K
  • Vision$11K
Total $1.2M6 rows
See carrier and broker market share with Pro.

Plan deep-dives

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

BURKLAND ASSOCIATES, LLC 401(K) PLAN

401(k)

Assets$8.2M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURKLAND ASSOCIATES EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BURKLAND ASSOCIATES, LLC 401(K) PLAN401(k)$8.2M1702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURKLAND ASSOCIATES EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M2282025
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Welfare plans
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