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Sponsor portfolioWelfare / HealthEIN 23-2536562

RICHARD S. BURNS & COMPANY, INC.

4300 RISING SUN AVENUE · PHILADELPHIA, PA 19140
2153246377
Plans filed
1
Years active
2018–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$314K
No prior year
Persons covered
78
No prior year
Total participants
54
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$314K
RICHARD S. BURNS & COMPANY, INC. EMPLOYEE BENEFIT PLAN
Mixed78 covered·3 carriers
Primary: CRUM & FORSTER

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$203K27.9%
Dental$104K14.2%
Life$104K14.2%
Short-term disability$104K14.2%
Long-term disability$104K14.2%
Other$104K14.2%
Vision$7K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED STATES FIRE INSURANCE COMPANY
EIN 221964315
SL
$203K64.8%1152
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
DLSTDLTDOth
$104K33.1%1155
AETNA LIFE INSURANCE COMPANY
EIN 066033492
V
$7K2.1%1178

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICES—COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$4$4K40.6%1
O'NEILL VOLUNTARY BENEFIT SERVICESHOCKESSIN, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K18.5%1
ROTH VOLUNTARY BENEFIT SERVICES INCBEAR, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$201$2K17.4%1
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, AETNA LIFE INSURANCE CO.$1K$0$1K11.4%1
BRAD BIELWILMINGTON, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$432$4$4364.1%1
MCGRIFF INSURANCE SERVICES INCGREENSBORO, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, AETNA LIFE INSURANCE CO.$393$0$3933.7%1
TUCTO & ASSOCIATES CORPBROOKLYN, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$261$0$2612.5%1
NICHOLAS CUSMANOCHESAPEAKE CY, MDCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$169$0$1691.6%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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