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Form 5500 · Employee benefit plan · PEABODY, MA

BARTON & ASSOCIATES, INC.

BARTON & ASSOCIATES, INC. of PEABODY, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is AXIAL BENEFITS GROUP. Coverage is written through EYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY) and 3 other carriers. 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 04-3582777 · plan 508 · as of Aug 2026

Participants
512
Carriers on file
4
Disclosed commissions
$16,742
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
EYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY)Vision473December$49,514$6,975
RELIANCE STANDARD INSURANCE COMPANY708December$90,098$4,908
RELIANCE STANDARD LIFE INSURANCE COMPANYDisability83December$24,211$2,706
RELIANCE STANDARD LIFE INSURANCE COMPANYLife83December$32,186$2,153

Questions

Who is BARTON & ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BARTON & ASSOCIATES, INC.'s broker of record is AXIAL BENEFITS GROUP.

What insurance carrier does BARTON & ASSOCIATES, INC. use?

BARTON & ASSOCIATES, INC.'s benefit plan is written through EYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY), among 4 disclosed carriers.

When does BARTON & ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for BARTON & ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BARTON & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.