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Sponsor portfolio

BARC DEVELOPMENTAL SERVICES

EIN 23-1489800-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$17.4M assets
Welfare
1
$317K premiums
Participants
689
P.O. BOX 470, 4950 YORK ROAD - HOLICONG, PA 189280470215-794-0800barcprograms.netLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#002403b-$13.0M - 326 part#001MoneyPurchase-$4.4M - 142 part#501Mixed-$317K - 278 lives

Retirement portfolio analytics

2 plans aggregated / $17.4M assets / 468 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • SERVICES THRIFT PLAN (#002)75%
  • PENSION PLAN (MPPP) (#001)25%
Total $17.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES THRIFT PLAN (#002)326
  • PENSION PLAN (MPPP) (#001)142
Total 468Click row to drill in

Benefits portfolio analytics

1 plan / $317K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$190K
  • Life$182K
  • Short-term disability$182K
  • Long-term disability$182K
  • Dental$108K
  • Vision$18K
Total $317K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY57%
  • UNITED CONCORDIA INSURANCE COMPANY34%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • JANUS ASSOCIATES, INC. DBA BHS3%
Total $317K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $32K1 slice

Plan deep-dives

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

BARC DEVELOPMENTAL SERVICES THRIFT PLAN

403b

Assets$13.0M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BARC DEVELOPMENTAL SERVICES MONEY PURCHASE PENSION PLAN (MPPP)

MoneyPurchase

Assets$4.4M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARC EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$317K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BARC DEVELOPMENTAL SERVICES THRIFT PLAN403b$13.0M3262025
001BARC DEVELOPMENTAL SERVICES MONEY PURCHASE PENSION PLAN (MPPP)MoneyPurchase$4.4M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARC EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$317K2782025
Retirement plans
Welfare plans
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