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Sponsor portfolio

BRT, INC.

EIN 23-2739555-transportation/trucking/railroad-Latest filing 2024
Plans
3
Retirement
1
$5.5M assets
Welfare
2
$691K premiums
Participants
360
813 N OCTORARA TRAIL - PARKESBURG, PA 19365888-282-5786brtransport.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$5.5M - 156 part#520Self Funded-$601K - 109 lives#521Fully Insured-$90K - 244 lives

Benefits portfolio analytics

2 plans / $691K premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$601K
  • Dental$82K
  • Life$82K
  • Other$82K
  • Vision$8K
Total $691K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • AVALON INSURANCE COMPANY66%
  • EVEREST REINSURANCE COMPANY21%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • HUMANA INSURANCE COMPANY1%
Total $691K4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MATHER BENEFIT ADMINISTRATORS, LLC94%
  • MCCONKEY BENEFITS & FINANCIAL SERV6%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
Total $14K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRT, INC. 401(K) PLAN

401k

Assets$5.5M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

BRT, INC. HEALTH PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$601K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

BRT, INC. GROUP INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$90K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRT, INC. 401(K) PLAN401k$5.5M1562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520BRT, INC. HEALTH PLANSelf FundedAVALON INSURANCE COMPANY$601K1092024
521BRT, INC. GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$90K2442024
Retirement plans
Welfare plans
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