2023 Form 5500 filing — Retirement Plan For Employees Of The Burnham Group
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 20250915102114NAL0000649427001) for Retirement Plan For Employees Of The Burnham Group, reported by Burnham Holdings, Inc under EIN 42-1561863 and plan number 002. It reports 1,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915102114NAL0000649427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burnham Holdings, Inc
- EIN
- 42-1561863
- Plan number
- 002
- Location
- Lancaster, PA
- Participants
- 1,395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,603,022
- Total liabilities (EOY)
- $1,349,819
- Net assets (EOY)
- $131,253,203
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $14,340,200
- Benefits paid
- $11,453,398
- Administrative expenses
- $627,633
- Total expenses
- $12,081,031
- Net increase / (decrease)
- $2,259,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Inc | NONE | $158,693 | not reported in the loaded dataset |
| Highland Consulting Associates, Inc | NONE | $142,217 | not reported in the loaded dataset |
| Pnc Bank | NONE | $45,899 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $14,690 | not reported in the loaded dataset |
| Fidelity & Research Company | NONE | $0 | $0 |
| Federated Hermes Govt Obligations | NONE | $0 | not reported in the loaded dataset |