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Sponsor portfolioWelfare / HealthEIN 47-0776455

BURLINGTON CAPITAL, LLC

1004 FARNAM STREET · OMAHA, NE 68102
4024441630
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$126K
No prior year
Persons covered
265
No prior year
Total participants
252
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$126K
BURLINGTON CAPITAL HEALTH AND WELFARE BENEFIT PLAN
Mixed265 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$54K
GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF BURLINGTON CAPITAL LLC
Fully insured0 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #509$21K
BURLINGTON CAPITAL LLC VISION PLAN
Fully insured0 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Plan #507$13K
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF BURLINGTON CAPTIAL LLC
Mixed0 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$0
BURLINGTON CAPITAL DENTAL INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$91K31.3%
Life$83K28.4%
Long-term disability$83K28.4%
Short-term disability$21K7.3%
Vision$13K4.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$83K65.9%11252
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
STD
$21K16.8%1110
EYEMED VISION CARE
EIN 430949844
V
$13K10.7%11265
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$7K5.9%1114
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
Oth
$9000.7%111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDOMAHA, NEEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., MUTUAL OF OMAHA INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$15K$2K$18K97.8%1
SHAWN J KEELERPLATTSMOUTH, NEAMERICAN HERITAGE LIFE INSURANCE COMPANY$275$0$2751.5%1
ALKEME INSURANCE SERVICES INCPLATTSMOUTH, NEAMERICAN HERITAGE LIFE INSURANCE COMPANY$115$0$1150.6%1

History & trajectory

11 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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