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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $177K | 24.0% | |
| Short-term disability | $177K | 24.0% | |
| Long-term disability | $177K | 24.0% | |
| Other | $177K | 24.0% | |
| Vision | $31K | 4.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $177K | 85.1% | 1 | 1 | 473 |
EIN 430949844 | V | $31K | 14.9% | 1 | 1 | 343 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALKEME INSURANCE SERVICES INC | BURLINGTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY) | $17K | $182 | $17K | 100.0% | 1 |
| AXIAL BENEFITS GROUP LLC | BURLINGTON, MA | EYEMED (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