# BARNEY & BARNEY HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **BARNEY & BARNEY, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BARNEY & BARNEY, LLC |
| EIN | 263237576 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | SAN DIEGO, CA |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $21.1M |
| Participants | 1,888 |
| Persons covered | 1,860 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Rx, PPO, HMO |
| KAISER PERMANENTE | Health, Rx, HMO |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Other |
| ANTHEM LIFE INSURANCE COMPANY | Vision |
| HARTFORD LIFE AND ACCIDENT | Life, STD, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| ARAG LEGAL | Other |
| HEALTH AND HUMAN RESOURCE CENTER | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | HARTFORD LIFE AND ACCIDENT |

## 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/263237576-502
- Cite as: PlanOptica, https://planoptica.com/welfare/263237576-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers