Form 5500 · Employee benefit plan · GILBERT, AZ
BARRETT FINANCIAL GROUP, LLC
BARRETT FINANCIAL GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VECTOR FINANCIAL INC. Coverage is written through ASSURITY LIFE 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ASSURITY LIFE INSURANCE COMPANY | Life | 646 | February | $68,288 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 751 | February | $50,400 |
Questions
Who is BARRETT FINANCIAL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BARRETT FINANCIAL GROUP, LLC's broker of record is VECTOR FINANCIAL INC.
What insurance carrier does BARRETT FINANCIAL GROUP, LLC use?
BARRETT FINANCIAL GROUP, LLC's benefit plan is written through ASSURITY LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does BARRETT FINANCIAL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for BARRETT FINANCIAL GROUP, LLC ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BARRETT FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.