Assets by plan
Share of aggregate retirement assets
- UNION LOCAL 2-D (#001)$24.1M
Filings through .
Brescome Barton, Inc.
EIN 06-0676916Wholesale TradeLatest filing 2025
Plans
5
Retirement
2
$29.0M assets
Health & Benefits
3
$7.3M premiums
Participants
925
69 DEFCO PARK ROAD - NORTH HAVEN, CT 06473203-239-4901
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $29.0M assets / 290 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.3M premiums / 742 covered lives
Coverage 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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BRESCOME BARTON RETIREMENT & SAVINGS PLAN FOR LIQUOR SALES UNION LOCAL 2-D
401(k)
Assets$24.1M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PENSION PLAN FOR AFFILIATES OF PEERLESS IMPORTERS INC.
Traditional DB
Assets$4.9M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BRESCOME BARTON, INC. HEALTH AND WELFARE PLAN
Fully insured - EMBLEMHEALTH
Premiums$3.7M
Covered lives286
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
JOHNNY BARTON INC. US HEALTHCARE
Fully insured - CONNECTICARE, INC.
Premiums$3.4M
Covered lives216
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
JOHNNY BARTON, INC. PAUL REVERE LIFE INSURANCE CO.
Fully insured - ANTHEM HEALTH PLANS, INC.
Premiums$223K
Covered lives240
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRESCOME BARTON RETIREMENT & SAVINGS PLAN FOR LIQUOR SALES UNION LOCAL 2-D | 401(k) | $24.1M | 142 | 2025 |
| #002 | PENSION PLAN FOR AFFILIATES OF PEERLESS IMPORTERS INC. | Traditional DB | $4.9M | 148 | 2025 |
- #001 · 401(k) · 2025142
- #002 · Traditional DB · 2025148
Health & Benefits plans
3 plans on this EIN
| 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 |
- #501 · Fully insured · EMBLEMHEALTH · 2025286
- #504 · Fully insured · CONNECTICARE, INC. · 2024216
- #505 · Fully insured · ANTHEM HEALTH PLANS, INC. · 2024240
Retirement plans
Health & Benefits plans