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  2. BURNS & MCDONNELL, INC.
Sponsor portfolio

BURNS & MCDONNELL, INC.

EIN 43-1393692-construction-Latest filing 2025
Plans
4
Retirement
2
$7.53B assets
Welfare
2
$15.9M premiums
Participants
39,135
9400 WARD PARKWAY - KANSAS CITY, MO 64114816-333-9400burnsmcd.comLinkedIn10001+ employeesconstruction
Plans on this EIN
4 filings
#001ESOP-$5.46B - 11,995 part#002401k-$2.06B - 12,209 part#503Mixed-$15.9M - 22,133 lives#515Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $7.53B assets / 24,204 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#001)73%
  • INC. 401(K) Savings (#002)27%
Total $7.53BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)12,209
  • EMPLOYEE STOCK OWNERSHIP (#001)11,995
Total 24,204Click row to drill in

Benefits portfolio analytics

2 plans / $15.9M premiums / 22,133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$6.3M
  • Life$4.9M
  • Long-term disability$4.9M
  • Other$2.7M
  • Vision$1.0M
  • Health$931K
Total $15.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • DELTA DENTAL OF CALIFORNIA40%
  • HARTFORD LIFE AND ACCIDENT31%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • SURENCY LIFE AND HEALTH6%
  • FOUR EVER LIFE INSURANCE COMPANY6%
  • +3 more
Total $15.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • LOCKTON COMPANIES, LLC82%
  • BSC AGENCY LLC9%
  • REUBEN WARNER ASSOCIATES, INC.8%
  • BUSINESSOLVER.COM, INC.1%
Total $1.3M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.46B
Participants11,995
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BURNS & MCDONNELL, INC. 401(K) SAVINGS PLAN

401k

Assets$2.06B
Participants12,209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF MISSOURI

Premiums$15.9M
Covered lives22,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

BURNS & MCDONNELL, INC. FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.46B11,9952024
002BURNS & MCDONNELL, INC. 401(K) SAVINGS PLAN401k$2.06B12,2092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLANMixedDELTA DENTAL OF MISSOURI$15.9M22,1332025
515BURNS & MCDONNELL, INC. FLEXIBLE BENEFITS PLANSelf Funded-$002025
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