Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Dental$3.1M
- Vision$3.1M
- Life$213K
- Short-term disability$213K
- Other$213K
Sponsor portfolio
BARRETT FINANCIAL GROUP, LLC
EIN 01-0628113financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$3.3M premiums
Participants
1,300
2314 S. VAL VISTA DRIVE, SUITE 201 - GILBERT, AZ 85295480-459-4500barrettfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 751 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- ASSURITY LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
81%top
- VECTOR FINANCIAL INC81%
- ROGERS BENEFIT GROUP INC14%
- ASSUREDPARTNERS5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN
401k
Assets$7.2M
Participants916
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.3M
Covered lives751
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN | 401k | $7.2M | 916 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.3M | 751 | 2025 |
Retirement plans
Welfare plans