Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$501K
- Life$446K
- Long-term disability$446K
- Vision$27K
Sponsor portfolio
BARKAN MANAGEMENT COMPANY, INC.
EIN 04-2724804real estateLatest filing 2025
Plans
2
Retirement
1
$43.3M assets
Welfare
1
$528K premiums
Participants
1,411
7 WELLS AVENUE, SUITE 11 - NEWTON, MA 02459617-482-5500barkanco.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $528K premiums / 545 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA93%
- EYEMED VISION CARE5%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- NEESENROLL3%
- KRISTY COLGATE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BARKAN COMPANIES 401(K) PLAN
401k
Assets$43.3M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BARKAN MANAGEMENT COMPANY HEALTH AND WELFARE PLANS
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$528K
Covered lives545
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BARKAN COMPANIES 401(K) PLAN | 401k | $43.3M | 864 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BARKAN MANAGEMENT COMPANY HEALTH AND WELFARE PLANS | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $528K | 545 | 2025 |
Retirement plans
Welfare plans