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Sponsor portfolioTH

BURD & FLETCHER COMPANY

EIN 44-0186540-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$1.7M premiums
Participants
619
5151 EAST GEOSPACE DRIVE - INDEPENDENCE, MO 64056816-257-0291burdfletcher.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$25.2M - 488 part#503Fully Insured-$1.7M - 225 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$182K
  • Vision$182K
  • Life$182K
  • Short-term disability$182K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • AETNA LIFE INSURANCE COMPANY48%
  • UNITEDHEALTHCARE INSURANCE COMPANY42%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • HAYS COMPANIES, INC.8%
Total $74K2 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

BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$25.2M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.7M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN401k$25.2M4882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$1.7M2252025
Retirement plans
Welfare plans
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