Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARR & BARR, INC.
EIN 13-0469970constructionLatest filing 2024
Plans
3
Retirement
2
$63.7M assets
Welfare
1
$245K premiums
Participants
445
462 SEVENTH AVENUE 9TH FLOOR - NEW YORK, NY 10018212-563-2330barrandbarr.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $63.7M assets / 342 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $245K premiums / 205 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$105K
- Other$100K
- Short-term disability$59K
- Life$42K
- Long-term disability$34K
- Health$22K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
43%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK42%
- AFLAC9%
- EYEMED VISION CARE6%
Broker market share
Schedule A broker compensation
89%top
- CONNER STRONG & BUCKELEW89%
- CYNTHIA FLOOD4%
- NICHOLAS MCELROY2%
- JASON HARTMAN2%
- BRUCE G HILLYER1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC.
401k
Assets$38.6M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARR & BARR, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BARR & BARR, INC. FLEXIBLE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$245K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. | 401k | $38.6M | 192 | 2024 | |
| 002 | BARR & BARR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.1M | 150 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BARR & BARR, INC. FLEXIBLE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $245K | 205 | 2024 |
Retirement plans
Welfare plans