Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BURKE & HERBERT BANK AND TRUST COMPANY
EIN 54-0155785bankingLatest filing 2025
Plans
4
Retirement
3
$101.8M assets
Welfare
1
$6.5M premiums
Participants
1,345
100 SOUTH FAIRFAX STREET - ALEXANDRIA, VA 22314703-837-3896burkeandherbertbank.comLinkedIn201-500 employeesbanking
Retirement portfolio analytics
3 plans aggregated / $101.8M assets / 745 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- (Not disclosed)70%
- THE VANGUARD GROUP, INC.30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.5M premiums / 1,132 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
90%top
- GROUP HOSPITALIZATION MEDICAL SERVICES, INC.90%
- SYMETRA LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
81%top
- SILBERSTEIN INSURANCE GROUP81%
- GCG FINANCIAL LLC13%
- NATIONAL CAPITAL INS AGENCY LLC8%
- KELLY & ASSOCIATES INSURANCE GROUP-2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN
401k
Assets$67.5M
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BURKE & HERBERT BANK & TRUST COMPANY RETIREMENT PLAN
TraditionalDB
Assets$30.6M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FIRST PEOPLES BANK, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BURKE & HERBERT BANK HEALTH AND WELFARE PLAN
Mixed - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$6.5M
Covered lives1,132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BURKE & HERBERT BANK & TRUST COMPANY INVESTMENT AND SAVINGS PLAN | 401k | $67.5M | 514 | 2024 | |
| 001 | BURKE & HERBERT BANK & TRUST COMPANY RETIREMENT PLAN | TraditionalDB | $30.6M | 195 | 2024 | |
| 003 | FIRST PEOPLES BANK, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 36 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans