Plan5500

The Burke Group Welfare Plan Trust — Form 5500 plan (The Burke Group)

Plain-English plan 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, The Burke Group Welfare Plan Trust is a benefit plan reported by The Burke Group under EIN 36-3747083 and plan number 501. The latest loaded filing year is 2023. The filing reports 357 participants and $3,564,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Burke Group
EIN
36-3747083
Plan number
501
Plan type
3
Location
Rosemont, IL
Latest filing year
2023
Participants
357
End-of-year plan assets
$3,564,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20241007112924NAL0007525747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,564,536
Total liabilities (EOY)
$322,762
Net assets (EOY)
$3,241,774
Net assets (BOY)
$2,279,764

Income & contributions

Employer contributions
$5,021,346
Participant contributions
$2,504,581
Total contributions
$7,525,927
Total income / additions
$7,591,059

Expenses & distributions

Benefits paid
$6,400,521
Administrative expenses
$228,528
Total expenses
$6,629,049
Net increase / (decrease)
$962,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allied Benefit SystemsTPA$103,945not reported in the loaded dataset2023
Blue Cross Blue ShieldPPO$34,371not reported in the loaded dataset2023
Donne Insurance GroupBROKER$23,730not reported in the loaded dataset2023
American Health HoldingUTILIZATION REVIEW$7,066not reported in the loaded dataset2023

Related Form 5500 pages