Retirement Plan For Employees Of The Burnham Group — Form 5500 plan (Burnham Holdings, Inc)
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, Retirement Plan For Employees Of The Burnham Group is a benefit plan reported by Burnham Holdings, Inc under EIN 42-1561863 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,395 participants and $132,603,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burnham Holdings, Inc
- EIN
- 42-1561863
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 1,395
- End-of-year plan assets
- $132,603,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,395 | H, C | 20250915102114NAL0000649427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,603,022
- Total liabilities (EOY)
- $1,349,819
- Net assets (EOY)
- $131,253,203
- Net assets (BOY)
- $128,994,034
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $14,340,200
Expenses & distributions
- Benefits paid
- $11,453,398
- Administrative expenses
- $627,633
- Total expenses
- $12,081,031
- Net increase / (decrease)
- $2,259,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Inc | NONE | $158,693 | not reported in the loaded dataset | 2023 |
| Highland Consulting Associates, Inc | NONE | $142,217 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $45,899 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $14,690 | not reported in the loaded dataset | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Federated Hermes Govt Obligations | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burnham Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Metlife Inc — Schedule C compensation
- Highland Consulting Associates, Inc — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Federated Hermes Govt Obligations — Schedule C compensation