Page 7 - Francis Parker School RFP (Stawicki)

Burnham Benefits Response to Francis Parker School Request for
Proposal for Consultant/Broker for Health and Welfare Plans

Services
Section 1 | Executive Summary

Concisely state the reasons the School should select your firm. Include your firm’s experience
servicing groups similar to the School.

Privately Held
Burnham Benefits is a privately held employee benefits consulting and brokerage firm
headquartered in Irvine, California. Founded in 1995, Burnham is among the largest brokerage firms
in California specializing in strategic employee benefits consulting and brokerage services.

Burnham by the Numbers
Burnham has cultivated steady, strategic growth over the last 10 years. Notably:
$1.75 billion premium under management

500+ clients

90+ employees
Average 22% gross revenue growth for the 10 consecutive years

7 offices:
- Orange County, CA
- San Francisco Bay Area, CA
- Sacramento, CA
- Los Angeles, CA
- San Luis Obispo, CA
- Central Coast, CA
- Phoenix, AZ
1 president since 1995

Being a privately held company enables us to react to the needs of our clients decisively as our only
real shareholders are our clients.

Progressive Company Culture
The Burnham team prides itself on operating much differently than your average brokerage firm.
We are highly collaborative, and revel in a culture that allows each employee to develop into the
best possible version of themselves. Burnham truly understands the importance of work-life
harmony, encouraging employees to get involved in the community and offering flexible schedules.

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