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Sponsor portfolio

BURWOOD GROUP, INC.

EIN 36-4180073-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$31.8M assets
Welfare
1
$2.6M premiums
Participants
765
1515 W 22ND STREET, SUITE 200W - OAK BROOK, IL 60523312-327-4600burwood.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$28.0M - 266 part#002ESOP-$3.8M - 255 part#502Fully Insured-$2.6M - 348 lives

Retirement portfolio analytics

2 plans aggregated / $31.8M assets / 521 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • EMPLOYEE STOCK OWNERSHIP (#002)12%
Total $31.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)266
  • EMPLOYEE STOCK OWNERSHIP (#002)255
Total 521Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Vision$185K
  • Life$185K
  • Short-term disability$185K
  • Long-term disability$185K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $2.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PLEXUS GROUPE LLC100%
Total $110K1 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

BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$28.0M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.8M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BURWOOD GROUP, INC. WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.6M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN401k$28.0M2662025
002BURWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.8M2552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BURWOOD GROUP, INC. WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.6M3482025
Retirement plans
Welfare plans
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