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Sponsor portfolio

BRADFORD & BARTHEL, LLP

EIN 94-3257728-law practice-Latest filing 2025
Plans
2
Retirement
1
$35.6M assets
Welfare
1
$4.4M premiums
Participants
538
2518 RIVER PLAZA DRIVE - SACRAMENTO, CA 95833916-569-0790bradfordbarthel.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$35.6M - 313 part#501Fully Insured-$4.4M - 225 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$246K
  • Life$236K
  • Short-term disability$236K
  • Long-term disability$236K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • STARMOUNT LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $4.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • PROFESSIONAL GROUP PLANS INC54%
  • LRD INSURANCE SOLUTIONS, LLC46%
Total $17K2 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

BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$35.6M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRADFORD & BARTHEL, LLP WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.4M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST401k$35.6M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRADFORD & BARTHEL, LLP WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.4M2252025
Retirement plans
Welfare plans
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