Form 5500 · Employee benefit plan · MCLEAN, VA
BART & ASSOCIATES, LLC
BART & ASSOCIATES, LLC of MCLEAN, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE BALDWIN GROUP MID-ATLANTIC LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-6383142 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 116 | December | $102,257 | $10,225 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 150 | December | $50,812 | $10,163 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 150 | December | $45,274 | $9,055 |
| THE NATIONAL LIFE INSURANCE COMPANY | — | 62 | December | $33,819 | $6,764 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 57 | December | $29,769 | $5,953 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 51 | December | $27,962 | $4,133 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 114 | December | $13,825 | $1,383 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 114 | December | $444,357 | $0 |
Questions
Who is BART & ASSOCIATES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BART & ASSOCIATES, LLC's broker of record is THE BALDWIN GROUP MID-ATLANTIC LLC.
What insurance carrier does BART & ASSOCIATES, LLC use?
BART & ASSOCIATES, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does BART & ASSOCIATES, LLC's group plan renew?
The most recent Schedule A policy period for BART & ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BART & ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.