Form 5500 · Employee benefit plan · GILBERT, AZ
BARRETT FINANCIAL GROUP, LLC
BARRETT FINANCIAL GROUP, LLC of GILBERT, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VECTOR FINANCIAL INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0628113 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision and life; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 751 people.
Reported premium across the insured contracts is $3,303,555, with $118,688 in disclosed broker commissions — about 3.6% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
VECTOR FINANCIAL INC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and ASSURITY LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ASSURITY LIFE INSURANCE COMPANY | Life | 646 | February | $212,958 | $68,288 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 751 | February | $3,090,597 | $50,400 |
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