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Sponsor portfolio

BURWELL MATERIAL HANDLING, LLC

EIN 93-2995133-Latest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$1.6M premiums
Participants
881
150 E. 4TH PL, #900 - SIOUX FALLS, SD 57104804-971-2286
Plans on this EIN
2 filings
#001401k-$16.6M - 429 part#501Mixed-$1.6M - 1,525 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$60K
  • Other$51K
  • Life$50K
  • Vision$17K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • DELTA DENTAL OF CALIFORNIA4%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
0%top
  • M3 INSURANCE SOLUTIONS INC0%
  • C2 CENTRIC LLC0%
  • USI INSURANCE SERVICES LLC0%
Total $-10K3 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

BURWELL MATERIAL HANDLING LLC 401(K) PLAN

401k

Assets$16.6M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURWELL MATERIAL HANDLING WRAP PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURWELL MATERIAL HANDLING LLC 401(K) PLAN401k$16.6M4292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURWELL MATERIAL HANDLING WRAP PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1,5252025
Retirement plans
Welfare plans
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