Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCCORMACK BARON SALAZAR, INC.
EIN 43-1053637Latest filing 2025
Plans
3
Retirement
2
$32.7M assets
Welfare
1
$5.5M premiums
Participants
1,697
100 NORTH BROADWAY, SUITE 100 - SAINT LOUIS, MO 63102314-621-3400
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.7M assets / 992 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.5M premiums / 702 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Prescription drug$4.8M
- Life$487K
- Short-term disability$487K
- Long-term disability$487K
- Other$487K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- HEALTH NET88%
- STANDARD INSURANCE COMPANY9%
- DELTA DENTAL OF CALIFORNIA3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
87%top
- LOCKTON COMPANIES, LLC87%
- BLUE CHIP CONSORTIUM LLC8%
- HRO PARTNERS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCCORMACK BARON 401(K) PLAN
401k
Assets$32.5M
Participants962
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
MCCORMACK BARON 401K PLAN
ProfitSharing
Assets$200K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MCCORMACK BARON SALAZAR FLEXIBLE BENEFIT PLAN
Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY
Premiums$5.5M
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCORMACK BARON 401(K) PLAN | 401k | $32.5M | 962 | 2024 | |
| 004 | MCCORMACK BARON 401K PLAN | ProfitSharing | $200K | 30 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MCCORMACK BARON SALAZAR FLEXIBLE BENEFIT PLAN | Fully Insured | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $5.5M | 702 | 2025 |
Retirement plans
Welfare plans