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  2. THE BURKE GROUP, LTD.
Sponsor portfolio

THE BURKE GROUP, LTD.

EIN 36-3747083-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$138.1M assets
Welfare
1
$1.3M premiums
Participants
961
9575 W. HIGGINS ROAD SUITE 600 - ROSEMONT, IL 60018847-823-0500
Plans on this EIN
2 filings
#001401k-$138.1M - 572 part#501Mewa-$1.3M - 330 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$997K
  • Life$286K
  • Short-term disability$286K
  • Long-term disability$286K
  • Other$286K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HCC LIFE INSURANCE COMPANY78%
  • RELIASTAR LIFE INSURANCE COMPANY22%
Total $1.3M2 slices

Plan deep-dives

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

THE BURKE GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$138.1M
Participants572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BURKE GROUP WELFARE PLAN TRUST

Mewa - HCC LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BURKE GROUP 401(K) PROFIT SHARING PLAN401k$138.1M5722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BURKE GROUP WELFARE PLAN TRUSTMewaHCC LIFE INSURANCE COMPANY$1.3M3302024
Retirement plans
Welfare plans
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