# BURKE & HERBERT FINANCIAL SERVICES CORP. EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **BURKE & HERBERT FINANCIAL SERVICES CORP.**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | BURKE & HERBERT FINANCIAL SERVICES CORP. |
| EIN | 920289417 |
| Plan number | 503 |
| Plan year | 2024 |
| Location | MOOREFIELD, WV |
| Industry | Management of Companies and Enterprises |
| Funding | mixed |
| Total premiums | $7.1M |
| Participants | 0 |
| Persons covered | 519 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Indemnity |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Other, LTD |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| HIGHMARK INC. | Rx |
| ESI EMPLOYEE ASSISTANCE GROUP | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HILB GROUP OF NEW ENGLAND | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| HILB GROUP OF NEW ENGLAND | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| HILB GROUP OF NEW ENGLAND | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| HILB GROUP OF NEW ENGLAND | VISION SERVICE PLAN |
| HOWARD STUART I | AMERICAN HERITAGE LIFE 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/920289417-503
- Cite as: PlanOptica, https://planoptica.com/welfare/920289417-503
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers