Sponsor portfolioTH
BURGESS HEALTH CENTER
EIN 42-0859940medical practiceLatest filing 2025
Plans
5
Retirement
1
$15.7M assets
Welfare
4
$274K premiums
Participants
1,030
1600 DIAMOND STREET - ONAWA, IA 51040712-423-2311burgesshc.orgLinkedIn201-500 employeesmedical practice
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BURGESS HEALTH CENTER 403(B) PLAN
403b
Assets$15.7M
Participants324
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#504
BURGESS HEALTH CENTER GROUP HEALTH PLAN
Fully Insured - DELTA DENTAL
Premiums$134K
Covered lives162
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Premium breakdownCarriersBrokersCoverage stats
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Welfare#502
EMPLOYEES' GROUP LONG TERM DISABILITY INSURANCE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$105K
Covered lives192
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Welfare#503
EMPLOYEES GROUP LIFE AND AD&D INSURANCE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$35K
Covered lives192
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Welfare#501
BURGESS HEALTH CENTER HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BURGESS HEALTH CENTER 403(B) PLAN | 403b | $15.7M | 324 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BURGESS HEALTH CENTER GROUP HEALTH PLAN | Fully Insured | DELTA DENTAL | $134K | 162 | 2024 | |
| 502 | EMPLOYEES' GROUP LONG TERM DISABILITY INSURANCE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $105K | 192 | 2024 | |
| 503 | EMPLOYEES GROUP LIFE AND AD&D INSURANCE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $35K | 192 | 2024 | |
| 501 | BURGESS HEALTH CENTER HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans