# BURLINGTON CAPITAL HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **BURLINGTON CAPITAL, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BURLINGTON CAPITAL, LLC |
| EIN | 470776455 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | OMAHA, NE |
| Industry | investment management |
| Funding | mixed |
| Total premiums | $126K |
| Participants | 252 |
| Persons covered | 265 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Life, LTD, Other |
| COMPANION LIFE INSURANCE COMPANY | STD |
| EYEMED VISION CARE | Vision |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Other |
| MUTUAL OF OMAHA INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | SUN LIFE ASSURANCE COMPANY OF CANADA |
| HUB INTERNATIONAL MIDWEST LIMITED | COMPANION LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. |
| HUB INTERNATIONAL MIDWEST LIMITED | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| SHAWN J KEELER | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| ALKEME INSURANCE SERVICES INC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | MUTUAL OF OMAHA INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/470776455-501
- Cite as: PlanOptica, https://planoptica.com/welfare/470776455-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers