Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Other$321K
- Life$276K
- Vision$52K
- Long-term disability$51K
- Prescription drug$29K
Sponsor portfolio
BURKE & HERBERT FINANICAL SERVICES CORP.
EIN 92-0289417Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
1
$46.1M assets
Welfare
1
$7.1M premiums
Participants
610
300 NORTH MAIN STREET - MOOREFIELD, WV 26836304-530-1000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.1M premiums / 519 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
- BLUE CROSS OF CALIFORNIA0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
- HOWARD STUART I0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN
401k
Assets$46.1M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BURKE & HERBERT FINANCIAL SERVICES CORP. EMPLOYEE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$7.1M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | 401k | $46.1M | 610 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BURKE & HERBERT FINANCIAL SERVICES CORP. EMPLOYEE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $7.1M | 519 | 2024 |
Retirement plans
Welfare plans