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Sponsor portfolio

THE BARNES FIRM

EIN 46-4192161-Latest filing 2025
Plans
3
Retirement
1
$12.2M assets
Welfare
2
$2.0M premiums
Participants
566
500 PEARL ST, SUITE 700 - BUFFALO, NY 14202800-800-0000
Plans on this EIN
3 filings
#001401k-$12.2M - 196 part#502Fully Insured-$1.8M - 251 lives#501Fully Insured-$232K - 163 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$232K
  • Vision$232K
  • Life$232K
  • Other$232K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $64K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE BARNES FIRM LC 401(K) PROFIT SHARING PLAN

401k

Assets$12.2M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE BARNES FIRM

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC

Premiums$1.8M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE BARNES FIRM

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$232K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BARNES FIRM LC 401(K) PROFIT SHARING PLAN401k$12.2M1962024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE BARNES FIRMFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC$1.8M2512025
501THE BARNES FIRMFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$232K1632025
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