Plan Snapshot
- Plan Sponsor: Burns & Mcdonnell, INC.
- Sponsor EIN: 431393692
- Sponsor Address: 9400 WARD PARKWAY, KANSAS CITY, MO, 64114
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 10,894
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 10,894 | $0 | $0 | $0 |
| 2024 | 10,465 | $0 | $0 | $0 |
| 2023 | 8,299 | $0 | $0 | $0 |
| 2022 | 7,677 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF SC | Recordkeeper | $8,196,137 | — | $8,196,137 |
| LOCKTON COMPANIES, LLC | Investment Advisor | — | $307,390 | $307,390 |
| VITALITY | Recordkeeper | $289,017 | — | $289,017 |
| CURALINC HEALTHCARE | Recordkeeper | $199,788 | — | $199,788 |
| NAVIA BENEFIT SOLUTIONS | Recordkeeper | $176,458 | — | $176,458 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,168,790
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |