Burnham Holdings, Inc. Savings Plan A — 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 A is a benefit plan reported by Burnham Holdings, Inc. under EIN 42-1561863 and plan number 004. The latest loaded filing year is 2023. The filing reports 614 participants and $61,069,654 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
004
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
614
End-of-year plan assets
$61,069,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023614H, C20241015155342NAL0015013891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,069,654
Total liabilities (EOY)
$0
Net assets (EOY)
$61,069,654
Net assets (BOY)
$53,779,003

Income & contributions

Employer contributions
$1,025,696
Participant contributions
$2,711,049
Total contributions
$4,050,035
Total income / additions
$13,224,774

Expenses & distributions

Benefits paid
$5,914,468
Administrative expenses
$52,382
Total expenses
$6,059,817
Net increase / (decrease)
$7,164,957

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group, Inc.RECORDKEEPER/BOOKKEEPER$50,104$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,277$02023

Related Form 5500 pages