Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRESCOME BARTON INC. C/O PEERLESS EQUITIES LLC
EIN 06-0676916Wholesale TradeLatest filing 2025
Plans
5
Retirement
2
$28.9M assets
Welfare
3
$7.3M premiums
Participants
934
16 BRIDGEWATER STREET - BROOKLYN, NY 11222718-383-5500
Retirement portfolio analytics
2 plans aggregated / $28.9M assets / 299 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.3M premiums / 742 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Life$84K
- Short-term disability$84K
- Long-term disability$84K
- Other$84K
- Dental$82K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- EMBLEMHEALTH95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
89%top
- DANIEL MCCAFFREY89%
- ALLIANT INSURANCE SERVICES, INC.11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION
401k
Assets$24.0M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENSION PLAN FOR AFFILIATES OF PEERLESS IMPORTERS INC.
TraditionalDB
Assets$4.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRESCOME BARTON, INC. HEALTH AND WELFARE PLAN
Fully Insured - EMBLEMHEALTH
Premiums$3.7M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
JOHNNY BARTON INC. US HEALTHCARE
Fully Insured - CONNECTICARE, INC.
Premiums$3.4M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
JOHNNY BARTON, INC. PAUL REVERE LIFE INSURANCE CO.
Fully Insured - ANTHEM HEALTH PLANS, INC.
Premiums$223K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION | 401k | $24.0M | 151 | 2024 | |
| 002 | PENSION PLAN FOR AFFILIATES OF PEERLESS IMPORTERS INC. | TraditionalDB | $4.9M | 148 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRESCOME BARTON, INC. HEALTH AND WELFARE PLAN | Fully Insured | EMBLEMHEALTH | $3.7M | 286 | 2025 | |
| 504 | JOHNNY BARTON INC. US HEALTHCARE | Fully Insured | CONNECTICARE, INC. | $3.4M | 216 | 2024 | |
| 505 | JOHNNY BARTON, INC. PAUL REVERE LIFE INSURANCE CO. | Fully Insured | ANTHEM HEALTH PLANS, INC. | $223K | 240 | 2024 |
Retirement plans
Welfare plans