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Sponsor portfolioWelfare / HealthEIN 01-0628113
BARRETT FINANCIAL GROUP, LLC
2701 EAST INSIGHT WAY · CHANDLER, AZ 85286
4804594500
- Plans filed
- 1
- Years active
- 2022–2026
- Industry
- NAICS 52
- Latest filing
- 2026
Total premiums (latest)
$3.8M
No prior year
Persons covered
792
No prior year
Total participants
368
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.5M | 31.1% | |
| Dental | $3.5M | 31.1% | |
| Vision | $3.5M | 31.1% | |
| Life | $254K | 2.2% | |
| Short-term disability | $254K | 2.2% | |
| Other | $254K | 2.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $3.5M | 93.3% | 1 | 1 | 767 |
EIN 381843471 | LSTDOth | $254K | 6.7% | 1 | 1 | 792 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VECTOR FINANCIAL INC | THATCHER, AZ | UNITEDHEALTHCARE INSURANCE COMPANY, ASSURITY LIFE INSURANCE COMPANY | $133K | $169K | $302K | 83.4% | 1 |
| ASSUREDPARTNERS | PHOENIX, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | $54K | $0 | $54K | 14.8% | 1 |
| EMERSON REID LLC | PHOENIX, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $7K | $7K | 1.8% | 1 |
| ROGERS BENEFIT GROUP INC | PHOENIX, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | -$227 | $0 | -$227 | -0.1% | 1 |
History & trajectory
5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan