PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BARTON & LOGUIDICE DPC
Sponsor portfolioTH

BARTON & LOGUIDICE DPC

EIN 16-1020368-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
1
$73.9M assets
Welfare
2
$847K premiums
Participants
1,368
443 ELECTRONICS PARKWAY - LIVERPOOL, NY 13088315-457-5200LinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$73.9M - 480 part#501Mixed-$847K - 394 lives#002Self Funded-0 lives

Benefits portfolio analytics

2 plans / $847K premiums / 394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$575K
  • Life$235K
  • Long-term disability$235K
  • Other$235K
  • Vision$37K
Total $847K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA32%
Total $847K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • DIGITAL INSURANCE LLC92%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $179K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN

401k

Assets$73.9M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARTON & LOGUIDICE DPC GROUP BENEFIT PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$847K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN401k$73.9M4802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARTON & LOGUIDICE DPC GROUP BENEFIT PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$847K3942025
002BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica