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Sponsor portfolio

BURK ROYALTY CO. LTD

EIN 75-0938264-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$4.7M premiums
Participants
628
4245 KEMP BOULEVARD, SUITE 600 - WICHITA FALLS, TX 76308940-397-8600burkroyalty.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$23.5M - 349 part#501Fully Insured-$4.7M - 771 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 771 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.7M
  • Health$4.6M
  • Dental$4.6M
  • Vision$4.6M
  • Life$4.6M
  • Short-term disability$4.6M
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $4.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • LONG TERM CARE SOLUTIONS, INC.6%
Total $207K2 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

BURK ROYALTY CO. , LTD 401(K) PLAN

401k

Assets$23.5M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURK ROYALTY CO. LTD

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.7M
Covered lives771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURK ROYALTY CO. , LTD 401(K) PLAN401k$23.5M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURK ROYALTY CO. LTDFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.7M7712025
Retirement plans
Welfare plans
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