Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARTON MALOW HOLDINGS LLC
EIN 84-3081538ConstructionLatest filing 2024
Plans
3
Retirement
2
$314.0M assets
Welfare
1
$1.3M premiums
Participants
3,198
26500 AMERICAN DRIVE - SOUTHFIELD, MI 48034248-436-5000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $314.0M assets / 1,758 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,440 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$877K
- Long-term disability$877K
- Vision$183K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY68%
- AETNA LIFE INSURANCE COMPANY15%
- VISION SERVICE PLAN14%
- COMPSYCH2%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
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 MALOW PROFIT SHARING AND SAVINGS PLAN
401k
Assets$313.1M
Participants1,730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARTON MALOW PENSION PLAN
TraditionalDB
Assets$977K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BARTON MALOW FLEXIBLE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARTON MALOW PROFIT SHARING AND SAVINGS PLAN | 401k | $313.1M | 1,730 | 2024 | |
| 002 | BARTON MALOW PENSION PLAN | TraditionalDB | $977K | 28 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BARTON MALOW FLEXIBLE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 1,440 | 2024 |
Retirement plans
Welfare plans