Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BARTON MINES CORPORATION DBA THE BARTON GROUP
EIN 23-1624372constructionLatest filing 2025
Plans
3
Retirement
2
$63.9M assets
Welfare
1
$161K premiums
Participants
593
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $63.9M assets / 412 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $161K premiums / 227 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$145K
- Life$113K
- Long-term disability$113K
- Vision$16K
- Short-term disability$531
Carrier market share
Premium dollars by Schedule A carrier
71%top
- HARTFORD LIFE AND ACCIDENT71%
- THE PAUL REVERE LIFE INSURANCE COMPANY19%
- EYEMED VISION CARE10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
80%top
- EDGEWOOD PARTNERS INSURANCE CENTER80%
- MCO PARTNERS LLC8%
- AIKEN ENTERPRISES LLC4%
- VENESSA N DEAN3%
- LINDA S REED1%
- +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#002
THE BARTON GROUP 401(K) PLAN
401k
Assets$38.4M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE BARTON GROUP PENSION PLAN
TraditionalDB
Assets$25.4M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARTON MINES CORPORATION (DBA THE BARTON GROUP HEALTH BENEFIT PLAN)
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$161K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE BARTON GROUP 401(K) PLAN | 401k | $38.4M | 187 | 2024 | |
| 003 | THE BARTON GROUP PENSION PLAN | TraditionalDB | $25.4M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARTON MINES CORPORATION (DBA THE BARTON GROUP HEALTH BENEFIT PLAN) | Mixed | HARTFORD LIFE AND ACCIDENT | $161K | 227 | 2025 |
Retirement plans
Welfare plans