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Sponsor portfolio

BARBIER SECURITY GROUP

EIN 27-0680757-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$1.4M premiums
Participants
261
369-B THIRD STREET, SUITE 440 - SAN RAFAEL, CA 94901415-747-8473barbiersecuritygroup.comLinkedIn51-200 employeessecurity and investigations
Plans on this EIN
2 filings
#001401k-$2.3M - 159 part#501Fully Insured-$1.4M - 165 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$138K
  • Vision$138K
  • Other$138K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KAISER FOUNDATION HEALTH PLAN INC90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • PAYCHEX INSURANCE AGENCY, INC.59%
  • M & O AGENCIES INC41%
Total $74K2 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

BARBIER SECURITY GROUP 401(K) PROFIT SHARING AND TRUST

401k

Assets$2.3M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARBIER SECURITY GROUP WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.4M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARBIER SECURITY GROUP 401(K) PROFIT SHARING AND TRUST401k$2.3M1592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARBIER SECURITY GROUP WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.4M1652025
Retirement plans
Welfare plans
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