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  2. Burkert USA Corp
  • Benefits analytics
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Filings through Oct 24, 2026.

Burkert USA Corp

EIN 33-0070281-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$28.7M assets
Health & Benefits
1
$323K premiums
Participants
380
11425 MT HOLLY-HUNTERSVILLE RD - HUNTERSVILLE, NC 28078704-504-4440burkert-usa.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
2 filings
#001401(k)-$28.7M - 223 part#503Mixed-$323K - 157 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BURKERT USA CORP PLAN AND RETIREMENT TRUST

401(k)

Assets$28.7M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BURKERT GROUP HEALTH PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$323K
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BURKERT USA CORP PLAN AND RETIREMENT TRUST401(k)$28.7M2232025
  • BURKERT USA CORP PLAN AND RETIREMENT TRUST$28.7M
    #001 · 401(k) · 2025223

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BURKERT GROUP HEALTH PLANMixedSTANDARD INSURANCE COMPANY$323K1572025
  • BURKERT GROUP HEALTH PLAN$323K
    #503 · Mixed · STANDARD INSURANCE COMPANY · 2025157
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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  4. Health & Benefits plans
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