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Sponsor portfolio

BARR ENGINEERING CO.

EIN 41-0905995-environmental services-Latest filing 2025
Plans
3
Retirement
2
$391.2M assets
Welfare
1
$1.6M premiums
Participants
3,515
4300 MARKETPOINTE DRIVE, SUITE 200 - MINNEAPOLIS, MN 55435952-832-2600barr.comLinkedIn1001-5000 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$328.3M - 1,318 part#002ESOP-$62.9M - 1,205 part#501Mixed-$1.6M - 1,719 lives

Retirement portfolio analytics

2 plans aggregated / $391.2M assets / 2,523 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CO. RETIREMENT Savings (#001)84%
  • EMPLOYEE STOCK OWNERSHIP (#002)16%
Total $391.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • CHARLES SCHWAB & CO., INC.84%
  • (Not disclosed)16%
Total $391.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. RETIREMENT Savings (#001)1,318
  • EMPLOYEE STOCK OWNERSHIP (#002)1,205
Total 2,523Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,719 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$836K
  • Long-term disability$836K
  • Other$836K
  • Dental$628K
  • Vision$101K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • DELTA DENTAL OF CALIFORNIA40%
  • VISION SERVICE PLAN6%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • HAYS COMPANIES, INC.3%
Total $70K2 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

BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN

401k

Assets$328.3M
Participants1,318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARR ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$62.9M
Participants1,205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARR ENGINEERING COMPANY CAFETERIA PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives1,719
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN401k$328.3M1,3182025
002BARR ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$62.9M1,2052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARR ENGINEERING COMPANY CAFETERIA PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M1,7192025
Retirement plans
Welfare plans
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