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  2. BURNHAM HOLDINGS, INC.
Sponsor portfolio

BURNHAM HOLDINGS, INC.

EIN 42-1561863-mechanical or industrial engineering-Latest filing 2024
Plans
5
Retirement
3
$213.2M assets
Welfare
2
$985K premiums
Participants
3,098
1241 HARRISBURG PIKE - LANCASTER, PA 17604717-390-7802burnhamholdings.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
5 filings
#002TraditionalDB-$132.6M - 1,317 part#004401k-$67.0M - 552 part#005401k-$13.5M - 451 part#502Mixed-$513K - 334 lives#501Mixed-$472K - 444 lives

Retirement portfolio analytics

3 plans aggregated / $213.2M assets / 2,320 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • THE BURNHAM GROUP (#002)62%
  • SAVINGS PLAN A (#004)31%
  • SAVINGS PLAN B (#005)6%
Total $213.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • PNC BANK, N.A.62%
  • (Not disclosed)38%
Total $213.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE BURNHAM GROUP (#002)1,317
  • SAVINGS PLAN A (#004)552
  • SAVINGS PLAN B (#005)451
Total 2,320Click row to drill in

Benefits portfolio analytics

2 plans / $985K premiums / 778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$458K
  • Long-term disability$444K
  • Life$440K
  • Short-term disability$434K
  • Stop-loss$422K
  • Vision$54K
  • +2 more
Total $985K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • HCC LIFE INSURANCE COMPANY43%
  • BLUE CROSS OF CALIFORNIA9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • TRUSTMARK INSURANCE COMPANY2%
Total $985K5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • PHAN NHUNG LE48%
  • CORPORATE SYNERGIES GROUP LLC31%
  • NHUNG L PHAN16%
  • IMG5%
  • DOUGLAS D LONERGAN1%
Total $3K5 slices

Plan deep-dives

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

RETIREMENT PLAN FOR EMPLOYEES OF THE BURNHAM GROUP

TraditionalDB

Assets$132.6M
Participants1,317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BURNHAM HOLDINGS, INC. SAVINGS PLAN A

401k

Assets$67.0M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BURNHAM HOLDINGS, INC. SAVINGS PLAN B

401k

Assets$13.5M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BURNHAM HOLDINGS, INC. NON-BARGAINING UNIT VOLUNTA EMPLOYEE BENEFICIARY ASSOCIATION

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$513K
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BURNHAM HOLDINGS, INC. VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$472K
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002RETIREMENT PLAN FOR EMPLOYEES OF THE BURNHAM GROUPTraditionalDB$132.6M1,3172024
004BURNHAM HOLDINGS, INC. SAVINGS PLAN A401k$67.0M5522024
005BURNHAM HOLDINGS, INC. SAVINGS PLAN B401k$13.5M4512024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BURNHAM HOLDINGS, INC. NON-BARGAINING UNIT VOLUNTA EMPLOYEE BENEFICIARY ASSOCIATIONMixedHCC LIFE INSURANCE COMPANY$513K3342024
501BURNHAM HOLDINGS, INC. VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATIONMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$472K4442024
Retirement plans
Welfare plans
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