form5500lookup

Form 5500 · Retirement plan · LANCASTER, PA

BURNHAM HOLDINGS, INC.

The filing calls this plan RETIREMENT PLAN FOR EMPLOYEES OF THE BURNHAM GROUP.

BURNHAM HOLDINGS, INC. of LANCASTER, PA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
MINNESOTA LIFE INSURANCE COMPANY
Contract year ends
Novemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1561863 · plan 002 · plan year 2025, filed Sep 14, 2026

Participants at the start of the year
1,317
Contracts on file
2
Contract value
—
Plan year end
November

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with MINNESOTA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in November.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC951November$87,788,080$0
SECURIAN LIFE INSURANCE COMPANYAnnuity / GIC24November$1,170,323$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BURNHAM HOLDINGS, INC.
EIN 42-1561863
METLIFE INC
Named on Schedule C · EIN 13-4075851
$203,241
paid directly by the plan
PNC BANK
Recordkeeping and information management · EIN 25-1197336
$55,989
paid directly by the plan
FIDELITY & RESEARCH COMPANY
Named on Schedule C · EIN 06-1194217
$0
paid directly by the plan
FIDELITY & RESEARCH COMPANY
Named on Schedule C · EIN 06-1194217
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 30 employees, 0 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
30
Hours worked
64,572
Recordable cases
0
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$36,778,416
Paid out in benefits
$99,318,633
Participants at the start of the year
1,317

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 23-2108173
RKL LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

plan 502Insured benefit plan · 8 Schedule A contractsRenews ~Jan 1plan 501Insured benefit plan · 8 Schedule A contractsRenews ~Jan 1Savings Plan ARetirement plan · 1 Schedule A contractSavings Plan BRetirement plan · 1 Schedule A contract

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