Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$91K
- Life$83K
- Long-term disability$83K
- Short-term disability$21K
- Vision$13K
Sponsor portfolioTH
BURLINGTON CAPITAL LLC
EIN 47-0776455investment managementLatest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$126K premiums
Participants
315
1004 FARNAM STREET SUITE400 - OMAHA, NE 68102402-930-3043burlingtoncg.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $126K premiums / 265 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- SUN LIFE ASSURANCE COMPANY OF CANADA66%
- COMPANION LIFE INSURANCE COMPANY17%
- EYEMED VISION CARE11%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- HUB INTERNATIONAL MIDWEST LIMITED98%
- SHAWN J KEELER2%
- ALKEME INSURANCE SERVICES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BURLINGTON CAPITAL LLC 401(K) PSP
401k
Assets$11.4M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BURLINGTON CAPITAL HEALTH AND WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$126K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BURLINGTON CAPITAL LLC 401(K) PSP | 401k | $11.4M | 63 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BURLINGTON CAPITAL HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $126K | 265 | 2025 |
Retirement plans
Welfare plans