PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BARKER MANAGEMENT, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 33-0249019

BARKER MANAGEMENT, INC.

1101 EAST ORANGEWOOD AVE., · ANAHEIM, CA 92805
7145333450
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
218
No prior year
Total participants
218
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
BARKER MANAGEMENT, INC. WELFARE BENEFIT PLAN
Fully insured218 covered·4 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M44.2%
Prescription drug$2.0M44.2%
Other$141K3.0%
Dental$131K2.8%
Vision$131K2.8%
Life$131K2.8%
Short-term disability$7K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRx
$2.0M93.5%12177
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDOth
$138K6.3%12218
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
Oth
$3K0.1%118

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.IRVINE, CAAETNA LIFE INSURANCE CO., FIDELITY SECURITY LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, AETNA HEALTH, INC.$109K$4K$113K100.0%1

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica