Burnham Holdings, Inc. Savings Plan B — 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, Burnham Holdings, Inc. Savings Plan B is a benefit plan reported by Burnham Holdings, Inc. under EIN 42-1561863 and plan number 005. The latest loaded filing year is 2023. The filing reports 595 participants and $12,139,128 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
005
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
595
End-of-year plan assets
$12,139,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20241015155353NAL0016805635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,139,128
Total liabilities (EOY)
$0
Net assets (EOY)
$12,139,128
Net assets (BOY)
$9,915,392

Income & contributions

Employer contributions
$514,558
Participant contributions
$1,213,230
Total contributions
$1,727,788
Total income / additions
$3,540,527

Expenses & distributions

Benefits paid
$1,181,473
Administrative expenses
$9,624
Total expenses
$1,191,097
Net increase / (decrease)
$2,349,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group, IncINV ADV, PARTICIPANTS$8,375not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,054$02023

Related Form 5500 pages