Assets by plan
Share of aggregate retirement assets
- SAVINGS PLAN A (#004)$73.2M
- THE BURNHAM GROUP (#002)$36.8M
- SAVINGS PLAN B (#005)$15.6M
Filings through .
Burnham Holdings, Inc.
EIN 42-1561863mechanical or industrial engineeringLatest filing 2025
Plans
5
Retirement
3
$125.5M assets
Health & Benefits
2
$946K premiums
Participants
1,931
1241 HARRISBURG PIKE - LANCASTER, PA 176043245717-390-7802burnhamholdings.comLinkedIn501-1000 employeesmechanical or industrial engineering
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $125.5M assets / 1,273 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$88.8M
- PNC BANK, N.A.$36.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $946K premiums / 658 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$442K
- Long-term disability$432K
- Life$428K
- Short-term disability$422K
- Stop-loss$403K
- Vision$50K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
BURNHAM HOLDINGS, INC. SAVINGS PLAN A
401(k)
Assets$73.2M
Participants471
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RETIREMENT PLAN FOR EMPLOYEES OF THE BURNHAM GROUP
Traditional DB
Assets$36.8M
Participants317
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
BURNHAM HOLDINGS, INC. SAVINGS PLAN B
401(k)
Assets$15.6M
Participants485
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BURNHAM HOLDINGS, INC. VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION
Mixed - HM LIFE INSURANCE COMPANY
Premiums$506K
Covered lives364
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BURNHAM HOLDINGS, INC. NON-BARGAINING UNIT VOLUNTA EMPLOYEE BENEFICIARY ASSOCIATION
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$440K
Covered lives294
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | BURNHAM HOLDINGS, INC. SAVINGS PLAN A | 401(k) | $73.2M | 471 | 2025 |
| #002 | RETIREMENT PLAN FOR EMPLOYEES OF THE BURNHAM GROUP | Traditional DB | $36.8M | 317 | 2025 |
| #005 | BURNHAM HOLDINGS, INC. SAVINGS PLAN B | 401(k) | $15.6M | 485 | 2025 |
- #004 · 401(k) · 2025471
- #002 · Traditional DB · 2025317
- #005 · 401(k) · 2025485
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BURNHAM HOLDINGS, INC. VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION | Mixed | HM LIFE INSURANCE COMPANY | $506K | 364 | 2025 |
| #502 | BURNHAM HOLDINGS, INC. NON-BARGAINING UNIT VOLUNTA EMPLOYEE BENEFICIARY ASSOCIATION | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $440K | 294 | 2025 |
- #501 · Mixed · HM LIFE INSURANCE COMPANY · 2025364
- #502 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025294
Retirement plans
Health & Benefits plans