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Form 5500 · Employee benefit plan · INDIANAPOLIS, IN

BARRATT ASSSET MANAGEMENT, LLC

BARRATT ASSSET MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES INC. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3083303 · plan 501 · as of Jul 2026

Participants
171
Carriers on file
2
Disclosed commissions
$25,264
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERICAN UNITED LIFE INSURANCE COMPANYLife, Disability179December$13,920
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision125December$11,344

Questions

Who is BARRATT ASSSET MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, BARRATT ASSSET MANAGEMENT, LLC's broker of record is GALLAGHER BENEFIT SERVICES INC.

What insurance carrier does BARRATT ASSSET MANAGEMENT, LLC use?

BARRATT ASSSET MANAGEMENT, LLC's benefit plan is written through AMERICAN UNITED LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BARRATT ASSSET MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for BARRATT ASSSET MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BARRATT ASSSET MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.