Burnham Financial Services
Lake Placid, NY
Burnham Financial Services of Lake Placid, NY is the broker of record on 20 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $2,498,211 in reported broker commissions (plan year 2025).
Quick answer
Burnham Financial Services (Lake Placid, NY) is the broker of record for 7 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Burnham Financial Services have?
- Burnham Financial Services is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
- Who are Burnham Financial Services's largest employer clients?
- By plan participants, the largest include Liberty Utilities Co. (2,258 participants), Adirondack Medical Center (633 participants) and St. Joseph'S Addiction Treatment And Recovery Center (187 participants).
- How much does Burnham Financial Services earn in commissions?
- Insurers reported $2.5 million in broker commissions and $16,713 in fees paid to Burnham Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Burnham Financial Services located?
- Burnham Financial Services is based in Lake Placid, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Burnham Financial Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Liberty Utilities Co. | AZ | 2,258 | 2025-12-31 |
| Adirondack Medical Center | NY | 633 | 2025-12-31 |
| St. Joseph'S Addiction Treatment And Recovery Center | NY | 187 | 2021-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.