PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. I.G. BURTON AND COMPANY, INC.
Sponsor portfolioTH

I.G. BURTON AND COMPANY, INC.

EIN 51-0102421-retail-Latest filing 2025
Plans
2
Retirement
1
$32.3M assets
Welfare
1
$527K premiums
Participants
878
793 BAY ROAD - MILFORD, DE 19963302-422-3041LinkedIn201-500 employeesretail
Plans on this EIN
2 filings
#001401k-$32.3M - 570 part#501Fully Insured-$527K - 482 lives

Benefits portfolio analytics

1 plan / $527K premiums / 482 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$225K
  • Dental$198K
  • Vision$198K
  • Short-term disability$198K
  • Life$192K
  • Long-term disability$192K
  • +1 more
Total $527K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA36%
  • AETNA LIFE INSURANCE COMPANY20%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • SMITHRX0%
Total $527K5 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • KISTLER TIFFANY BENEFITS46%
  • LYONS INSURANCE AGENCY INC31%
  • ENROLLEASE24%
Total $42K3 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

I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN

401k

Assets$32.3M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

I.G. BURTON & COMPANY, INC. GROUP HEALTH & WELLNESS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$527K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN401k$32.3M5702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501I.G. BURTON & COMPANY, INC. GROUP HEALTH & WELLNESS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$527K4822025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica