Nicholas Ribich signed Burnham Holdings, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burnham Holdings, Inc.'s EIN is 42-1561863.
Download the official 2023 Form 5500 (PDF) for Burnham Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Burnham Holdings, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| METLIFE INC | 13-4075851 | — | NONE | $159K | — |
| HIGHLAND CONSULTING ASSOCIATES, INC | — | WESTLAKE, OH | NONE | $142K | — |
| PNC BANK | 25-1197336 | — | NONE | $46K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $15K | — |
| FEDERATED HERMES GOVT OBLIGATIONS | — | WARRENDALE, PA | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $12.4M | $15.9M | 12.0% | |
| Fidelity Global X U.S. Index Fund | Common Collective Trusts | — | $8.3M | $9.1M | 6.9% | |
| USA TREASURY NOTES Due 08/15/2044, 4.125% | U.S. Treasuries | — | $4.4M | $4.2M | 3.2% | |
| Registered Investment Companies Federated Hermes Federated Hermes Government Obligation | Other securities | — | $4.2M | $4.2M | 3.2% | |
| USA TREASURY NOTES Due 08/15/2054, 4.25% | U.S. Treasuries | — | $1.9M | $1.8M | 1.4% | |
| USA TREASURY NOTES Due 02/15/2049, 3.00% | U.S. Treasuries | — | $1.6M | $1.6M | 1.2% | |
| USA TREASURY NOTES Due 11/15/2034, 4.25% | U.S. Treasuries | — | $1.5M | $1.5M | 1.1% | |
| AT&T INC Due 09/15/2055, 3.55% | Bonds / Notes | — | $1.0M | $1.0M | 0.8% | |
| BAT CAPITAL CORP Due 08/15/2037, 4.39% | Bonds / Notes | — | $901K | $959K | 0.7% | |
| USA TREASURY NOTES Due 02/15/2042, 2.375% | U.S. Treasuries | — | $931K | $911K | 0.7% | |
| USA TREASURY NOTES Due 05/15/2048, 3.125% | U.S. Treasuries | — | $937K | $891K | 0.7% | |
| VERIZON COMMUNICATIONS Due 11/01/2034, 4.40% | Bonds / Notes | — | $871K | $867K | 0.7% | |
| USA TREASURY NOTES Due 11/15/2044, 4.625% | U.S. Treasuries | — | $837K | $847K | 0.6% | |
| CVS HEALTH CORP Due 03/25/2048, 5.50% | Bonds / Notes | — | $867K | $842K | 0.6% | |
| USA TREASURY NOTES Due 08/15/2041, 1.75% | U.S. Treasuries | — | $851K | $836K | 0.6% | |
| USA TREASURY NOTES Due 11/30/2027, 3.875% | U.S. Treasuries | — | $781K | $780K | 0.6% | |
| Treasury Bonds (continued) USA TREASURY NOTES Due 05/31/2030, 3.75% | U.S. Treasuries | — | $781K | $776K | 0.6% | |
| USA TREASURY NOTES Due 11/30/2030, 4.375% | U.S. Treasuries | — | $780K | $770K | 0.6% | |
| USA TREASURY NOTES Due 12/31/2029, 3.875% | U.S. Treasuries | — | $766K | $762K | 0.6% | |
| BANK OF AMERICA CORP Due 01/23/2035, VAR% | Common Stocks | — | $731K | $750K | 0.6% | |
| TIME WARNER CABLE INC Due 07/01/2038, 7.30% | Bonds / Notes | — | $737K | $748K | 0.6% | |
| USA TREASURY NOTES Due 05/15/2054, 4.625% | U.S. Treasuries | — | $755K | $738K | 0.6% | |
| USA TREASURY NOTES Due 05/15/2043, 3.875% | U.S. Treasuries | — | $758K | $736K | 0.6% | |
| USA TREASURY NOTES Due 05/15/2051, 2.375% | U.S. Treasuries | — | $750K | $715K | 0.5% | |
| BARRICK NA FINANCE LLC Due 05/01/2043, 5.75% | Bonds / Notes | — | $702K | $673K | 0.5% | |
| USA TREASURY NOTES Due 09/30/2031, 3.625% | U.S. Treasuries | — | $667K | $655K | 0.5% | |
| ENERGY TRANSFER PARTNERS Due 03/15/2045, 5.15% | Bonds / Notes | — | $648K | $647K | 0.5% | |
| USA TREASURY NOTES Due 11/15/2040, 1.375% | U.S. Treasuries | — | $654K | $646K | 0.5% | |
| USA TREASURY NOTES Due 02/15/2047, 3.00% | U.S. Treasuries | — | $672K | $643K | 0.5% | |
| USA TREASURY NOTES Due 02/28/2027, 1.875% | U.S. Treasuries | — | $621K | $633K | 0.5% | |
| USA TREASURY NOTES Due 04/30/2027, 2.75% | U.S. Treasuries | — | $623K | $629K | 0.5% | |
| CHARTER COMM OPT LLC/CAP Due 10/23/2045, 6.484% | Bonds / Notes | — | $630K | $629K | 0.5% | |
| USA TREASURY NOTES Due 04/30/2028, 3.50% | U.S. Treasuries | — | $623K | $623K | 0.5% | |
| USA TREASURY NOTES Due 03/15/2026, 4.625% | U.S. Treasuries | — | $619K | $617K | 0.5% | |
| USA TREASURY NOTES Due 08/15/2026, 4.375% | U.S. Treasuries | — | $618K | $616K | 0.5% | |
| HESS CORP Due 02/15/2041, 5.60% | Bonds / Notes | — | $625K | $612K | 0.5% | |
| USA TREASURY NOTES Due 05/15/2052, 2.875% | U.S. Treasuries | — | $645K | $604K | 0.5% | |
| USA TREASURY NOTES Due 08/31/2028, 4.375% | U.S. Treasuries | — | $606K | $600K | 0.5% | |
| USA TREASURY NOTES Due 11/15/2027, 4.125% | U.S. Treasuries | — | $593K | $595K | 0.4% | |
| USA TREASURY NOTES Due 12/31/2028, 3.75% | U.S. Treasuries | — | $597K | $592K | 0.4% | |
| USA TREASURY NOTES Due 10/31/2031, 4.125% | U.S. Treasuries | — | $586K | $590K | 0.4% | |
| USA TREASURY NOTES Due 11/15/2026, 4.625% | U.S. Treasuries | — | $587K | $585K | 0.4% | |
| WACHOVIA BANK NA Due 01/15/2038, 6.60% | Bonds / Notes | — | $570K | $581K | 0.4% | |
| USA TREASURY NOTES Due 02/15/2052, 2.25% | U.S. Treasuries | — | $615K | $575K | 0.4% | |
| USA TREASURY NOTES Due 02/15/2051, 1.875% | U.S. Treasuries | — | $607K | $570K | 0.4% | |
| USA TREASURY NOTES Due 08/15/2045, 2.875% | U.S. Treasuries | — | $585K | $568K | 0.4% | |
| USA TREASURY NOTES Due 08/15/2042, 3.375% | U.S. Treasuries | — | $575K | $560K | 0.4% | |
| USA TREASURY NOTES Due 05/15/2026, 3.625% | U.S. Treasuries | — | $542K | $545K | 0.4% | |
| GOLDMAN SACHS CAPITAL I Due 02/15/2034, 6.345% | Bonds / Notes | — | $521K | $541K | 0.4% | |
| USA TREASURY NOTES Due 08/31/2030, 4.125% | U.S. Treasuries | — | $540K | $535K | 0.4% |
