2023 Form 5500 filing — Burnham Holdings, Inc. Savings Plan B
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015155353NAL0016805635001) for Burnham Holdings, Inc. Savings Plan B, reported by Burnham Holdings, Inc. under EIN 42-1561863 and plan number 005. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155353NAL0016805635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burnham Holdings, Inc.
- EIN
- 42-1561863
- Plan number
- 005
- Location
- Lancaster, PA
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,139,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,139,128
- Employer contributions
- $514,558
- Participant contributions
- $1,213,230
- Total income / additions
- $3,540,527
- Benefits paid
- $1,181,473
- Administrative expenses
- $9,624
- Total expenses
- $1,191,097
- Net increase / (decrease)
- $2,349,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group, Inc | INV ADV, PARTICIPANTS | $8,375 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,054 | $0 |