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Sponsor portfolioTH

BOB BARKER COMPANY, INC.

EIN 56-1558062-wholesale-Latest filing 2025
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$365K premiums
Participants
458
7925 PURFOY ROAD - FUQUAY VARINA, NC 27526919-346-2141bobbarker.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$29.3M - 249 part#501Mixed-$365K - 730 lives

Benefits portfolio analytics

1 plan / $365K premiums / 730 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$208K
  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • Dental$136K
  • Vision$21K
Total $365K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $365K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • BENEFIT PLANNING SERVICES INC10%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • THE BENEFIT PLANNING GROUP LLC, A M2%
Total $38K4 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

BOB BARKER COMPANY, INC. 401(K) PLAN

401k

Assets$29.3M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOB BARKER COMPANY HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$365K
Covered lives730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOB BARKER COMPANY, INC. 401(K) PLAN401k$29.3M2492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOB BARKER COMPANY HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$365K7302025
Retirement plans
Welfare plans
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