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Sponsor portfolioWelfare / HealthEIN 04-3582777

BARTON & ASSOCIATES, INC.

300 JUBILEE ROAD · PEABODY, MA 01960
9785137654
Plans filed
1
Years active
2016–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$208K
No prior year
Persons covered
473
No prior year
Total participants
331
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #508$208K
THE BARTON & ASSOCIATES, INC. GROUP BENEFITS PLAN
Mixed473 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$177K24.0%
Short-term disability$177K24.0%
Long-term disability$177K24.0%
Other$177K24.0%
Vision$31K4.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$177K85.1%11473
EYEMED VISION CARE
EIN 430949844
V
$31K14.9%11343

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALKEME INSURANCE SERVICES INCBURLINGTON, MAUNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY)$17K$182$17K100.0%1
AXIAL BENEFITS GROUP LLCBURLINGTON, MAEYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY)-$6$0-$6-0.0%1

History & trajectory

10 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
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