Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BURKE INCORPORATED
EIN 31-1271870market researchLatest filing 2025
Plans
3
Retirement
2
$240.0M assets
Welfare
1
$463K premiums
Participants
1,149
500 WEST 7TH STREET - CINCINNATI, OH 45203513-241-5663burke.comLinkedIn201-500 employeesmarket research
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $240.0M assets / 907 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $463K premiums / 620 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$266K
- Life$175K
- Long-term disability$175K
- Other$175K
- Vision$22K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- DELTA DENTAL OF CALIFORNIA57%
- SUN LIFE ASSURANCE COMPANY OF CANADA38%
- EYEMED VISION CARE5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BURKE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$129.0M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN
401k
Assets$111.0M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BURKE MARKETING RESEARCH, INC. FLEXDESIGN CAFETERIA PLAN
Mixed - DELTA DENTAL OF OHIO
Premiums$463K
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BURKE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $129.0M | 487 | 2024 | |
| 001 | BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN | 401k | $111.0M | 420 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BURKE MARKETING RESEARCH, INC. FLEXDESIGN CAFETERIA PLAN | Mixed | DELTA DENTAL OF OHIO | $463K | 620 | 2025 |
Retirement plans
Welfare plans