# The Burke Group Health & Welfare Plan
Source: https://planprovider.pro/companies/the-burke-group-363747083-501

> The Burke Group's Health & Welfare plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Burke Group

- **Sponsor EIN:** 363747083

- **Sponsor Address:** 9575 W. HIGGINS ROAD, SUITE 600, ROSEMONT, IL, 60018

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 389

- **Total Assets:** $4.1M

## 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.|

| 2024|389|$4.1M|$5.1M|$2.9M|

| 2023|356|$3.6M|$5.0M|$2.5M|

| 2022|357|$2.7M|$4.8M|$2.4M|

## 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|Other Service Provider|$129,179|—|$129,179|

| ALLIED BENEFIT SYSTEMS|Recordkeeper|$121,170|—|$121,170|

| DONNE INSURANCE GROUP|Investment Advisor|$25,170|—|$25,170|

| AMERICAN HEALTH HOLDING|Other Service Provider|$7,439|—|$7,439|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $282,958

- **Estimated Expense Ratio:** 6.905% of plan assets

### 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|

| 2024|$303,907|—|$303,907|—|—|

| 2023|$228,528|—|$228,528|—|—|

| 2022|$240,522|—|$240,522|—|—|

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