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Sponsor portfolio

BURLINGTON GRAPHIC SYSTEMS, INC.

EIN 39-1394844-printing-Latest filing 2025
Plans
3
Retirement
2
$34.1M assets
Welfare
1
$104K premiums
Participants
554
2600 CHICORY ROAD - RACINE, WI 53403262-554-8808burlingtongraphics.comLinkedIn51-200 employeesprinting
Plans on this EIN
3 filings
#002ESOP-$28.5M - 227 part#001401k-$5.6M - 144 part#503Mixed-$104K - 183 lives

Retirement portfolio analytics

2 plans aggregated / $34.1M assets / 371 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#002)84%
  • PLAN & TRUST (#001)16%
Total $34.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)227
  • PLAN & TRUST (#001)144
Total 371Click row to drill in

Benefits portfolio analytics

1 plan / $104K premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$59K
  • Other$36K
  • Life$33K
  • Short-term disability$33K
  • Long-term disability$33K
  • Vision$10K
Total $104K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • DELTA DENTAL OF CALIFORNIA56%
  • SUN LIFE ASSURANCE COMPANY OF CANADA32%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • AURORA HEALTHCARE3%
Total $104K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.5M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BURLINGTON GRAPHIC SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.6M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WRAP WELFARE BENEFITS PLAN OF BURLINGTON GRAPHIC SYSTEMS, INC.

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$104K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$28.5M2272024
001BURLINGTON GRAPHIC SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST401k$5.6M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WRAP WELFARE BENEFITS PLAN OF BURLINGTON GRAPHIC SYSTEMS, INC.MixedDELTA DENTAL OF WISCONSIN$104K1832025
Retirement plans
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