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Sponsor portfolio

BURKERT USA CORPORATION

EIN 33-0070281-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$323K premiums
Participants
374
11425 MT. HOLLY-HUNTERSVILLE ROAD - HUNTERSVILLE, NC 28078704-504-4692burkert-usa.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$25.9M - 217 part#503Mixed-$323K - 157 lives

Benefits portfolio analytics

1 plan / $323K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$323K
  • Dental$319K
  • Vision$319K
  • Life$319K
  • Short-term disability$319K
  • Long-term disability$319K
Total $323K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • STANDARD INSURANCE COMPANY99%
  • EMPLOYEE NETWORK, INC.1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $323K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $85K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BURKERT USA CORP PLAN AND RETIREMENT TRUST

401k

Assets$25.9M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BURKERT GROUP HEALTH PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$323K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURKERT USA CORP PLAN AND RETIREMENT TRUST401k$25.9M2172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BURKERT GROUP HEALTH PLANMixedSTANDARD INSURANCE COMPANY$323K1572025
Retirement plans
Welfare plans
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