Civic Intelligence

Burnham Benefits Insurance Services

Plan context: Burnham Benefits Insurance Services Retirement Savings Plan

EIN 33-0643611 • Irvine, CA • 22 filings • 2 plans

2211 Michelson Drive, Suite 1200Irvine, CA 92612
Current Snapshot

Latest Year

2022

2022 Participants

126

2022 Assets

$24,163,573

2022 Contributions

$2,660,597

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$24,163,573$12,081,787$0200320122021YearValue
$24,163,573Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

126630200320122021YearValue
126Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$0-
Burnham Benefits Insurance Services Retirement Savings Plan-0---
20212126$24,163,573$2,660,597$21,116iApproximate average salary by contribution assumption: employee only about $527,896 at 4% or $351,931 at 6%; with 50% employer match about $351,931 at 4% or $234,621 at 6%; with 100% employer match about $263,948 at 4% or $175,965 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-126$24,163,573$2,660,597$21,116iApproximate average salary by contribution assumption: employee only about $527,896 at 4% or $351,931 at 6%; with 50% employer match about $351,931 at 4% or $234,621 at 6%; with 100% employer match about $263,948 at 4% or $175,965 at 6%.
BURNHAM BENEFITS INSURANCE SERVICES WELFARE BENEFITS PLAN-0---
20202113$18,954,815$2,099,907$18,583iApproximate average salary by contribution assumption: employee only about $464,581 at 4% or $309,721 at 6%; with 50% employer match about $309,721 at 4% or $206,481 at 6%; with 100% employer match about $232,291 at 4% or $154,860 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-111$18,954,815$2,099,907$18,918iApproximate average salary by contribution assumption: employee only about $472,952 at 4% or $315,301 at 6%; with 50% employer match about $315,301 at 4% or $210,201 at 6%; with 100% employer match about $236,476 at 4% or $157,651 at 6%.
BURNHAM BENEFITS INSURANCE SERVICES WELFARE BENEFITS PLAN-113---
20191103$13,336,344$1,558,479$15,131iApproximate average salary by contribution assumption: employee only about $378,272 at 4% or $252,181 at 6%; with 50% employer match about $252,181 at 4% or $168,121 at 6%; with 100% employer match about $189,136 at 4% or $126,091 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-103$13,336,344$1,558,479$15,131iApproximate average salary by contribution assumption: employee only about $378,272 at 4% or $252,181 at 6%; with 50% employer match about $252,181 at 4% or $168,121 at 6%; with 100% employer match about $189,136 at 4% or $126,091 at 6%.
2018193$9,871,387$1,313,705$14,126iApproximate average salary by contribution assumption: employee only about $353,147 at 4% or $235,431 at 6%; with 50% employer match about $235,431 at 4% or $156,954 at 6%; with 100% employer match about $176,573 at 4% or $117,716 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-93$9,871,387$1,313,705$14,126iApproximate average salary by contribution assumption: employee only about $353,147 at 4% or $235,431 at 6%; with 50% employer match about $235,431 at 4% or $156,954 at 6%; with 100% employer match about $176,573 at 4% or $117,716 at 6%.
2017185$9,516,969$2,011,920$23,670iApproximate average salary by contribution assumption: employee only about $591,741 at 4% or $394,494 at 6%; with 50% employer match about $394,494 at 4% or $262,996 at 6%; with 100% employer match about $295,871 at 4% or $197,247 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-85$9,516,969$2,011,920$23,670iApproximate average salary by contribution assumption: employee only about $591,741 at 4% or $394,494 at 6%; with 50% employer match about $394,494 at 4% or $262,996 at 6%; with 100% employer match about $295,871 at 4% or $197,247 at 6%.
2016178$6,854,049$1,021,178$13,092iApproximate average salary by contribution assumption: employee only about $327,301 at 4% or $218,200 at 6%; with 50% employer match about $218,200 at 4% or $145,467 at 6%; with 100% employer match about $163,650 at 4% or $109,100 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-78$6,854,049$1,021,178$13,092iApproximate average salary by contribution assumption: employee only about $327,301 at 4% or $218,200 at 6%; with 50% employer match about $218,200 at 4% or $145,467 at 6%; with 100% employer match about $163,650 at 4% or $109,100 at 6%.
2015168$5,508,143$852,413$12,535iApproximate average salary by contribution assumption: employee only about $313,387 at 4% or $208,925 at 6%; with 50% employer match about $208,925 at 4% or $139,283 at 6%; with 100% employer match about $156,694 at 4% or $104,462 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-68$5,508,143$852,413$12,535iApproximate average salary by contribution assumption: employee only about $313,387 at 4% or $208,925 at 6%; with 50% employer match about $208,925 at 4% or $139,283 at 6%; with 100% employer match about $156,694 at 4% or $104,462 at 6%.
2014155$4,882,231$1,008,585$18,338iApproximate average salary by contribution assumption: employee only about $458,448 at 4% or $305,632 at 6%; with 50% employer match about $305,632 at 4% or $203,755 at 6%; with 100% employer match about $229,224 at 4% or $152,816 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-55$4,882,231$1,008,585$18,338iApproximate average salary by contribution assumption: employee only about $458,448 at 4% or $305,632 at 6%; with 50% employer match about $305,632 at 4% or $203,755 at 6%; with 100% employer match about $229,224 at 4% or $152,816 at 6%.
2013148$3,683,558$533,065$11,106iApproximate average salary by contribution assumption: employee only about $277,638 at 4% or $185,092 at 6%; with 50% employer match about $185,092 at 4% or $123,395 at 6%; with 100% employer match about $138,819 at 4% or $92,546 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-48$3,683,558$533,065$11,106iApproximate average salary by contribution assumption: employee only about $277,638 at 4% or $185,092 at 6%; with 50% employer match about $185,092 at 4% or $123,395 at 6%; with 100% employer match about $138,819 at 4% or $92,546 at 6%.
2012130$2,613,309$418,499$13,950iApproximate average salary by contribution assumption: employee only about $348,749 at 4% or $232,499 at 6%; with 50% employer match about $232,499 at 4% or $155,000 at 6%; with 100% employer match about $174,375 at 4% or $116,250 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-30$2,613,309$418,499$13,950iApproximate average salary by contribution assumption: employee only about $348,749 at 4% or $232,499 at 6%; with 50% employer match about $232,499 at 4% or $155,000 at 6%; with 100% employer match about $174,375 at 4% or $116,250 at 6%.
2011127$1,899,431$368,948$13,665iApproximate average salary by contribution assumption: employee only about $341,619 at 4% or $227,746 at 6%; with 50% employer match about $227,746 at 4% or $151,830 at 6%; with 100% employer match about $170,809 at 4% or $113,873 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-27$1,899,431$368,948$13,665iApproximate average salary by contribution assumption: employee only about $341,619 at 4% or $227,746 at 6%; with 50% employer match about $227,746 at 4% or $151,830 at 6%; with 100% employer match about $170,809 at 4% or $113,873 at 6%.
2010121$1,601,002$249,676$11,889iApproximate average salary by contribution assumption: employee only about $297,233 at 4% or $198,156 at 6%; with 50% employer match about $198,156 at 4% or $132,104 at 6%; with 100% employer match about $148,617 at 4% or $99,078 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-21$1,601,002$249,676$11,889iApproximate average salary by contribution assumption: employee only about $297,233 at 4% or $198,156 at 6%; with 50% employer match about $198,156 at 4% or $132,104 at 6%; with 100% employer match about $148,617 at 4% or $99,078 at 6%.
2009122$1,162,521$207,027$9,410iApproximate average salary by contribution assumption: employee only about $235,258 at 4% or $156,839 at 6%; with 50% employer match about $156,839 at 4% or $104,559 at 6%; with 100% employer match about $117,629 at 4% or $78,419 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-22$1,162,521$207,027$9,410iApproximate average salary by contribution assumption: employee only about $235,258 at 4% or $156,839 at 6%; with 50% employer match about $156,839 at 4% or $104,559 at 6%; with 100% employer match about $117,629 at 4% or $78,419 at 6%.
2008115$722,640$212,349$14,157iApproximate average salary by contribution assumption: employee only about $353,915 at 4% or $235,943 at 6%; with 50% employer match about $235,943 at 4% or $157,296 at 6%; with 100% employer match about $176,958 at 4% or $117,972 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-15$722,640$212,349$14,157iApproximate average salary by contribution assumption: employee only about $353,915 at 4% or $235,943 at 6%; with 50% employer match about $235,943 at 4% or $157,296 at 6%; with 100% employer match about $176,958 at 4% or $117,972 at 6%.
2007113$936,184$208,981$16,075iApproximate average salary by contribution assumption: employee only about $401,887 at 4% or $267,924 at 6%; with 50% employer match about $267,924 at 4% or $178,616 at 6%; with 100% employer match about $200,943 at 4% or $133,962 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-13$936,184$208,981$16,075iApproximate average salary by contribution assumption: employee only about $401,887 at 4% or $267,924 at 6%; with 50% employer match about $267,924 at 4% or $178,616 at 6%; with 100% employer match about $200,943 at 4% or $133,962 at 6%.
2006110$676,465$92,694$9,269iApproximate average salary by contribution assumption: employee only about $231,735 at 4% or $154,490 at 6%; with 50% employer match about $154,490 at 4% or $102,993 at 6%; with 100% employer match about $115,868 at 4% or $77,245 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-10$676,465$92,694$9,269iApproximate average salary by contribution assumption: employee only about $231,735 at 4% or $154,490 at 6%; with 50% employer match about $154,490 at 4% or $102,993 at 6%; with 100% employer match about $115,868 at 4% or $77,245 at 6%.
200518$512,768$85,911$10,739iApproximate average salary by contribution assumption: employee only about $268,472 at 4% or $178,981 at 6%; with 50% employer match about $178,981 at 4% or $119,321 at 6%; with 100% employer match about $134,236 at 4% or $89,491 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-8$512,768$85,911$10,739iApproximate average salary by contribution assumption: employee only about $268,472 at 4% or $178,981 at 6%; with 50% employer match about $178,981 at 4% or $119,321 at 6%; with 100% employer match about $134,236 at 4% or $89,491 at 6%.
200417$559,818$139,114$19,873iApproximate average salary by contribution assumption: employee only about $496,836 at 4% or $331,224 at 6%; with 50% employer match about $331,224 at 4% or $220,816 at 6%; with 100% employer match about $248,418 at 4% or $165,612 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-7$559,818$139,114$19,873iApproximate average salary by contribution assumption: employee only about $496,836 at 4% or $331,224 at 6%; with 50% employer match about $331,224 at 4% or $220,816 at 6%; with 100% employer match about $248,418 at 4% or $165,612 at 6%.
200316$374,191$61,636$10,273iApproximate average salary by contribution assumption: employee only about $256,817 at 4% or $171,211 at 6%; with 50% employer match about $171,211 at 4% or $114,141 at 6%; with 100% employer match about $128,408 at 4% or $85,606 at 6%.
Burnham Benefits Insurance Services Retirement Savings Plan-6$374,191$61,636$10,273iApproximate average salary by contribution assumption: employee only about $256,817 at 4% or $171,211 at 6%; with 50% employer match about $171,211 at 4% or $114,141 at 6%; with 100% employer match about $128,408 at 4% or $85,606 at 6%.