Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$177K
- Short-term disability$177K
- Long-term disability$177K
- Other$177K
- Vision$31K
Sponsor portfolio
BARTON & ASSOCIATES, INC.
EIN 04-3582777staffing and recruitingLatest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$208K premiums
Participants
978
300 JUBILEE ROAD - PEABODY, MA 01960978-513-7654bartonassociates.comLinkedIn501-1000 employeesstaffing and recruiting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $208K premiums / 473 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA85%
- EYEMED VISION CARE15%
Broker market share
Schedule A broker compensation
100%top
- ALKEME INSURANCE SERVICES INC100%
- AXIAL BENEFITS GROUP LLC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$22.4M
Participants647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
THE BARTON & ASSOCIATES, INC. GROUP BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$208K
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST | 401k | $22.4M | 647 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | THE BARTON & ASSOCIATES, INC. GROUP BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $208K | 473 | 2025 |
Retirement plans
Welfare plans