Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Vision$2.2M
- Prescription drug$2.2M
- Life$86K
- Short-term disability$86K
- +2 more
Sponsor portfolio
BARRETT & STOKELY, INC.
EIN 35-1402847real estateLatest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$2.3M premiums
Participants
613
3755 EAST 82ND STREET SUITE 300 - INDIANAPOLIS, IN 46240317-845-4171barrettandstokely.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 294 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- ANTHEM LIFE INSURANCE COMPANY96%
- STANDARD INSURANCE COMPANY2%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LACASCIO HADDED & DENNIS, 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
BARRETT & STOKELY INC RETIREMENT READINESS 401(K) PLAN
401k
Assets$13.6M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PLAN OF BENEFITS FOR BARRETT & STOKELY, INC.
Fully Insured - ANTHEM INSURANCE COMPANY
Premiums$2.3M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARRETT & STOKELY INC RETIREMENT READINESS 401(K) PLAN | 401k | $13.6M | 319 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PLAN OF BENEFITS FOR BARRETT & STOKELY, INC. | Fully Insured | ANTHEM INSURANCE COMPANY | $2.3M | 294 | 2025 |
Retirement plans
Welfare plans