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Sponsor portfolio

CLYMER FARNER BARLEY, INC.

EIN 59-2788882-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$429K premiums
Participants
353
7413 ALFORD AVENUE - MIDDLETON, FL 34762352-748-3126
Plans on this EIN
2 filings
#001401k-$8.4M - 199 part#503Fully Insured-$429K - 154 lives

Benefits portfolio analytics

1 plan / $429K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$238K
  • Prescription drug$238K
  • Dental$191K
  • Vision$191K
  • Life$191K
  • Short-term disability$191K
  • +2 more
Total $429K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UPMC HEALTH OPTIONS46%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
  • BLUE CROSS OF CALIFORNIA10%
Total $429K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • ASSUREDPARTNERS1%
  • BARRETT, LINER & BUSS, LLC1%
Total $80K3 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

CLYMER FARNER BARLEY, INC. 401(K) PLAN

401k

Assets$8.4M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CLYMER FARNER BARLEY, INC. HEALTH AND WELFARE PLAN

Fully Insured - HEALTH OPTIONS

Premiums$429K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLYMER FARNER BARLEY, INC. 401(K) PLAN401k$8.4M1992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CLYMER FARNER BARLEY, INC. HEALTH AND WELFARE PLANFully InsuredHEALTH OPTIONS$429K1542025
Retirement plans
Welfare plans
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