Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Burke & Herbert Bank & Trust Company
EIN 54-0155785bankingLatest filing 2025
Plans
4
Retirement
3
$111.2M assets
Health & Benefits
1
$6.5M premiums
Participants
1,337
P.O. BOX 151510 - ALEXANDRIA, VA 22315703-549-6600burkeandherbertbank.comLinkedIn201-500 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $111.2M assets / 737 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.5M premiums / 1,132 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Prescription drug$5.8M
- Other$581K
- Life$505K
- Short-term disability$505K
- Long-term disability$505K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN
401(k)
Assets$76.5M
Participants509
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BURKE & HERBERT BANK & TRUST COMPANY RETIREMENT PLAN
Traditional DB
Assets$31.1M
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FIRST PEOPLES BANK, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$3.6M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
BURKE & HERBERT BANK HEALTH AND WELFARE PLAN
Mixed - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$6.5M
Covered lives1,132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN | 401(k) | $76.5M | 509 | 2025 |
| #001 | BURKE & HERBERT BANK & TRUST COMPANY RETIREMENT PLAN | Traditional DB | $31.1M | 192 | 2025 |
| #003 | FIRST PEOPLES BANK, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $3.6M | 36 | 2024 |
- #002 · 401(k) · 2025509
- #001 · Traditional DB · 2025192
- #003 · Traditional DB · 202436
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | BURKE & HERBERT BANK HEALTH AND WELFARE PLAN | Mixed | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $6.5M | 1,132 | 2025 |
- #505 · Mixed · GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · 20251,132
Retirement plans
Health & Benefits plans