Burnham Holdings, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Burnham Holdings, Inc (EIN 42-1561863) is a plan sponsor located in Lancaster, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 42-1561863
- Location
- Lancaster, PA
- Loaded plans
- 5
- Total reported participants
- 3,336
- Total reported plan assets (EOY)
- $205,811,804
- Plans with financial data
- 3
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Retirement Plan For Employees Of The Burnham Group | 002 | 1,395 | $132,603,022 | 2023 |
| Burnham Holdings, Inc. Savings Plan A | 004 | 614 | $61,069,654 | 2023 |
| Burnham Holdings, Inc. Savings Plan B | 005 | 595 | $12,139,128 | 2023 |
| Burnham Holdings, Inc. Non-Bargaining Unit Volunta Employee Beneficiary Association | 502 | 398 | not reported in the loaded dataset | 2023 |
| Burnham Holdings, Inc. Voluntary Employee Beneficiary Association | 501 | 334 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Burnham Holdings, Inc. Non-Bargaining Unit Volunta Employee Beneficiary Association | 398 | — | 20241011121741NAL0021829489001 |
| 2023 | Burnham Holdings, Inc. Voluntary Employee Beneficiary Association | 334 | — | 20241011121830NAL0043633890001 |
| 2023 | Burnham Holdings, Inc. Savings Plan A | 614 | H, C | 20241015155342NAL0015013891001 |
| 2023 | Burnham Holdings, Inc. Savings Plan B | 595 | H, C | 20241015155353NAL0016805635001 |
| 2023 | Retirement Plan For Employees Of The Burnham Group | 1,395 | H, C | 20250915102114NAL0000649427001 |