Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$525K
- Dental$493K
- Vision$493K
- Life$493K
- Short-term disability$493K
- Long-term disability$493K
Sponsor portfolio
BARBRI, INC
EIN 38-3837749e-learningLatest filing 2025
Plans
2
Retirement
1
$46.9M assets
Welfare
1
$525K premiums
Participants
836
12222 MERIT DRIVE, SUITE 1340 - DALLAS, TX 75251214-932-0909barbri.comLinkedIn201-500 employeese-learning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $525K premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA94%
- AFLAC6%
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- KERI NORTON4%
- LINDA A LECIEJEWSKI1%
- BROWN & BROWN INSURANCE SERVICES0%
- MILTON EDDIE EDWARDS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARBRI, INC. 401(K) PLAN
401k
Assets$46.9M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARBRI, INC EMPLOYEE BENEFIT PLAN
Mixed - GUARDIAN
Premiums$525K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARBRI, INC. 401(K) PLAN | 401k | $46.9M | 486 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARBRI, INC EMPLOYEE BENEFIT PLAN | Mixed | GUARDIAN | $525K | 345 | 2025 |
Retirement plans
Welfare plans