Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Other$141K
- Dental$131K
- Vision$131K
- Life$131K
- +1 more
Sponsor portfolio
BARKER MANAGEMENT, INC.
EIN 33-0249019real estateLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$2.2M premiums
Participants
465
1101 EAST ORANGEWOOD AVE.,, SUITE 200 - ANAHEIM, CA 92805714-533-3450barkermgt.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 218 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARKER MANAGEMENT, INC.
401k
Assets$6.9M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARKER MANAGEMENT, INC. WELFARE BENEFIT PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$2.2M
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARKER MANAGEMENT, INC. | 401k | $6.9M | 247 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARKER MANAGEMENT, INC. WELFARE BENEFIT PLAN | Fully Insured | AETNA HEALTH, INC. | $2.2M | 218 | 2025 |
Retirement plans
Welfare plans