Page 4 - Bird RFP Response_Burnham Benefits

Burnham Benefits Response to Bird
Request for Proposal for Benefits Broker

Services
Our Company—Burnham Benefits

1. tl:dr of your company and overall proposal

Privately Held
Burnham Benefits is a privately held, full-service 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.

Being a privately held company enables us to adapt to the needs of our clients decisively as our
only real shareholders are our clients. Because we do not have outside shareholders, we can
easily create and adapt customized solutions that fit our clients’ best interests. We invest in
cutting-edge technology and the tools and resources needed to provide the specialized level of
service that today’s challenging insurance climate demands.

Strategic Growth
Burnham has cultivated steady, strategic growth over the last 10 years. Notably:
Average 22% gross revenue growth year-over-year for 10 straight years
Over 500 clients—retention rate of 95% exceeding industry averages
Manage over $1.75 Billion in premiums
Over 90 employees focusing solely on benefits
Headquartered in Orange County, CA with extensive global reach
7 regional offices including Los Angeles

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2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Gross Revenue $6.6 $7.9 $9.6 $11.2 $13.7 $17.7 $21.2 $25.4 $31.4 $36.0
% Growth 19% 19% 22% 16% 22% 29% 20% 20% 24% 15%

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