Form 5500 · Employee benefit plan · PHILADELPHIA, PA
RICHARD S. BURNS & COMPANY, INC.
RICHARD S. BURNS & COMPANY, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2536562 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Dental, Life, Disability | 55 | December | $9,680 |
| AETNA LIFE INSURANCE CO. | Vision | 78 | December | $623 |
| CRUM & FORSTER | Stop-loss | 52 | January | $0 |
Questions
Who is RICHARD S. BURNS & COMPANY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RICHARD S. BURNS & COMPANY, INC.'s broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does RICHARD S. BURNS & COMPANY, INC. use?
RICHARD S. BURNS & COMPANY, INC.'s benefit plan is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, among 3 disclosed carriers.
When does RICHARD S. BURNS & COMPANY, INC.'s group plan renew?
The most recent Schedule A policy period for RICHARD S. BURNS & COMPANY, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RICHARD S. BURNS & COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.