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Sponsor portfolio

BURTON + BURTON

EIN 58-0811291-wholesale-Latest filing 2025
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$837K premiums
Participants
539
325 CLEVELAND ROAD - BOGART, GA 30622706-548-1588burtonandburton.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$54.6M - 289 part#501Mixed-$837K - 250 lives

Benefits portfolio analytics

1 plan / $837K premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$481K
  • Dental$357K
  • Vision$357K
  • Life$357K
  • Long-term disability$357K
  • Other$357K
Total $837K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA43%
  • COMPANION LIFE INSURANCE COMPANY36%
  • LUCENT HEALTH SOLUTIONS LLC21%
  • PROACT0%
Total $837K4 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • JAS D COLLIER & CO51%
  • PROACT49%
Total $124K2 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

BURTON + BURTON PROFIT SHARING & 401K PLAN

401k

Assets$54.6M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLOWERS, INC. INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$837K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURTON + BURTON PROFIT SHARING & 401K PLAN401k$54.6M2892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLOWERS, INC. INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$837K2502025
Retirement plans
Welfare plans
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