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Sponsor portfolioTH

BARTON COLLEGE

EIN 56-0529933-education management-Latest filing 2025
Plans
2
Retirement
1
$28.6M assets
Welfare
1
$171K premiums
Participants
531
P.O. BOX 5000 - WILSON, NC 27893252-399-6330barton.eduLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$28.6M - 389 part#508Mixed-$171K - 177 lives

Benefits portfolio analytics

1 plan / $171K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$171K
  • Vision$171K
  • Life$171K
  • Long-term disability$171K
  • Other$171K
Total $171K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $171K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MARSH & MCLENNAN AGENCY LLC74%
  • MARK S METTILLE26%
Total $33K2 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

BARTON COLLEGE RETIREMENT PLAN

403b

Assets$28.6M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

BARTON COLLEGE HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$171K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARTON COLLEGE RETIREMENT PLAN403b$28.6M3892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508BARTON COLLEGE HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$171K1772025
Retirement plans
Welfare plans
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