Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$152K
- Short-term disability$136K
- Long-term disability$90K
- Vision$54K
- Other$39K
Sponsor portfolio
FISHER BARTON, INC.
EIN 20-3208428machineryLatest filing 2025
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$471K premiums
Participants
1,232
700 S. WATER STREET - WATERTOWN, WI 53094920-390-4758fisherbarton.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $471K premiums / 484 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE FISHER BARTON GROUP RETIREMENT PLAN
401k
Assets$40.0M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FISHER BARTON WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$471K
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE FISHER BARTON GROUP RETIREMENT PLAN | 401k | $40.0M | 748 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FISHER BARTON WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $471K | 484 | 2025 |
Retirement plans
Welfare plans