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Sponsor portfolioTH

THE F.A. BARTLETT TREE EXPERT CO.

EIN 06-0254490-environmental services-Latest filing 2025
Plans
2
Retirement
1
$237.0M assets
Welfare
1
$487K premiums
Participants
5,366
P.O. BOX 3067 - STAMFORD, CT 06905203-323-1131barlett.comLinkedIn11-50 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$237.0M - 3,712 part#501Mixed-$487K - 2,327 lives

Benefits portfolio analytics

1 plan / $487K premiums / 2,327 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$378K
  • Long-term disability$108K
Total $487K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $487K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARTLETT TREE 401(K) PLAN

401k

Assets$237.0M
Participants3,712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

F. A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS PLA

Mixed - LINCOLN NATIONAL LIFE INSURANCE

Premiums$487K
Covered lives2,327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARTLETT TREE 401(K) PLAN401k$237.0M3,7122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501F. A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS PLAMixedLINCOLN NATIONAL LIFE INSURANCE$487K2,3272024
Retirement plans
Welfare plans
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