Plan Ledger DOL Form 5500 · updated monthly

Burke & Herbert Bank and Trust Companybenefits

Burke & Herbert Bank Health and Welfare Plan · ALEXANDRIA, VA · plan year 2025

Broker compensation reported · 2025
$287,925

Burke & Herbert Bank and Trust Company's benefits plans covered 600 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $287,925 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $480 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 72% from $167,051 in 2024.

Insurance contracts · 20254
GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · health drug hmo ppopremiums n/a · 1,132 covered
VISION SERVICE PLAN · visionpremiums n/a · 574 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 28 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 244 covered
Brokers & agents paid · 20253
SILBERSTEIN INSURANCE GROUP, LLC$229,179 · incl $217,091 fees
ALERA GROUP, INC.$37,318 · incl $19,208 fees
NATIONAL CAPITAL INS. AGENCY, LLC$21,428 · incl $21,428 fees
Also brokered by Silberstein Insurance Group, LLC5
Compass, Inc. MD$297,730
Autolus, Inc. MD$168,900

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 540155785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.