Form 5500 · Employee benefit plan · MOOREFIELD, WV
BURKE & HERBERT FINANCIAL SERVICES CORP.
Public Form 5500 records show how BURKE & HERBERT FINANCIAL SERVICES CORP. (MOOREFIELD, WV) structures its employee benefits. Its broker of record is THE HILB GROUP OF MD, INC. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0289417 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 93 | December | $10,264 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 159 | December | $7,192 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 519 | December | $5,683 |
| VISION SERVICE PLAN | Vision | 380 | December | $5,227 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 470 | December | $5,087 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 73 | December | $3,275 |
| HIGHMARK INC. | — | 15 | December | $0 |
| ESI EMPLOYEE ASSISTANCE GROUP | — | 515 | September | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 350 | December | $0 |
Questions
Who is BURKE & HERBERT FINANCIAL SERVICES CORP.'s benefits broker?
Per its most recent Form 5500 Schedule A, BURKE & HERBERT FINANCIAL SERVICES CORP.'s broker of record is THE HILB GROUP OF MD, INC.
What insurance carrier does BURKE & HERBERT FINANCIAL SERVICES CORP. use?
BURKE & HERBERT FINANCIAL SERVICES CORP.'s benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does BURKE & HERBERT FINANCIAL SERVICES CORP.'s group plan renew?
The most recent Schedule A policy period for BURKE & HERBERT FINANCIAL SERVICES CORP. 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 FINANCIAL SERVICES CORP.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.