Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Prescription drug$4.6M
- Dental$316K
- Life$189K
- Long-term disability$189K
- Other$189K
- +1 more
Sponsor portfolioTH
BARKLEY, INC.
EIN 43-1028307marketing and advertisingLatest filing 2024
Plans
2
Retirement
1
$58.2M assets
Welfare
1
$5.1M premiums
Participants
1,559
1740 MAIN STREET - KANSAS CITY, MO 64108816-423-6394barkleyus.comLinkedIn501-1000 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 814 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- UPMC HEALTH OPTIONS9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
98%top
- LOCKTON COMPANIES, LLC98%
- HOLMES MURPHY & ASSOCIATES2%
- AVANT SPECIALTY BENEFITS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BARKLEY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$58.2M
Participants1,063
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BARKLEY, LLC HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF KANSAS CITY
Premiums$5.1M
Covered lives814
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BARKLEY, INC. 401(K) PROFIT SHARING PLAN | 401k | $58.2M | 1,063 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BARKLEY, LLC HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF KANSAS CITY | $5.1M | 814 | 2024 |
Retirement plans
Welfare plans