Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DR GERTRUDE A BARBER NATIONAL INSTITUTE
EIN 23-7447611medical practiceLatest filing 2025
Plans
3
Retirement
2
$35.5M assets
Welfare
1
$375K premiums
Participants
4,111
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $35.5M assets / 2,991 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $375K premiums / 1,353 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$270K
- Life$251K
- Short-term disability$251K
- Long-term disability$251K
- Vision$104K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- HARTFORD LIFE AND ACCIDENT67%
- METROPOLITAN LIFE INSURANCE COMPANY28%
- WORKPARTNERS5%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE DR.GERTRUDE A. BARBER CENTER, INC.
401k
Assets$33.1M
Participants1,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. GERTRUDE A. BARBER CENTER, INC. 403(B) PLAN
403b
Assets$2.4M
Participants1,713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
BARBER NATIONAL INSTITUTE EMPLOYEE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$375K
Covered lives1,353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE DR.GERTRUDE A. BARBER CENTER, INC. | 401k | $33.1M | 1,278 | 2024 | |
| 002 | DR. GERTRUDE A. BARBER CENTER, INC. 403(B) PLAN | 403b | $2.4M | 1,713 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | BARBER NATIONAL INSTITUTE EMPLOYEE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $375K | 1,353 | 2025 |
Retirement plans
Welfare plans