Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$621K
- Dental$430K
- Vision$430K
- Life$430K
- Short-term disability$430K
- Long-term disability$430K
- +1 more
Sponsor portfolioTH
BART & ASSOCIATES, LLC
EIN 52-6383142information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$1.1M premiums
Participants
437
8300 GREENSBORO DR, SUITE 900 - MCLEAN, VA 22102703-752-9708bna-inc.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 301 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA41%
Broker market share
Schedule A broker compensation
73%top
- THE BALDWIN GROUP WEST LLC73%
- MARK S METTILLE20%
- GIS BENEFITS INC5%
- FINANCIAL BALANCE GROUP LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
B&A 401(K) PLAN
401k
Assets$20.5M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BART & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | B&A 401(K) PLAN | 401k | $20.5M | 213 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BART & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.1M | 301 | 2025 |
Retirement plans
Welfare plans