Form 5500 · Employee benefit plan · ALEXANDRIA, VA
BURKE & HERBERT BANK AND TRUST COMPANY
BURKE & HERBERT BANK AND TRUST COMPANY of ALEXANDRIA, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALERA GROUP, INC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-0155785 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 244 | December | $18,110 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 28 | December | $9,789 |
| VISION SERVICE PLAN | Vision | 574 | December | $2,299 |
| GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | Health | 1,132 | December | $0 |
Questions
Who is BURKE & HERBERT BANK AND TRUST COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, BURKE & HERBERT BANK AND TRUST COMPANY's broker of record is ALERA GROUP, INC.
What insurance carrier does BURKE & HERBERT BANK AND TRUST COMPANY use?
BURKE & HERBERT BANK AND TRUST COMPANY's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does BURKE & HERBERT BANK AND TRUST COMPANY's group plan renew?
The most recent Schedule A policy period for BURKE & HERBERT BANK AND TRUST COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BURKE & HERBERT BANK AND TRUST COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.