# BARRETT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **BARRETT FINANCIAL GROUP, LLC**. Form 5500 filing for plan year 2026.

| Field | Value |
|---|---|
| Sponsor | BARRETT FINANCIAL GROUP, LLC |
| EIN | 010628113 |
| Plan number | 501 |
| Plan year | 2026 |
| Location | CHANDLER, AZ |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $3.8M |
| Participants | 368 |
| Persons covered | 792 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision |
| ASSURITY LIFE INSURANCE COMPANY | Life, STD, Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| VECTOR FINANCIAL INC | UNITEDHEALTHCARE INSURANCE COMPANY |
| ASSUREDPARTNERS | UNITEDHEALTHCARE INSURANCE COMPANY |
| ROGERS BENEFIT GROUP INC | UNITEDHEALTHCARE INSURANCE COMPANY |
| VECTOR FINANCIAL INC | ASSURITY LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/010628113-501
- Cite as: PlanOptica, https://planoptica.com/welfare/010628113-501
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