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Form 5500 · Employee benefit plan · PEABODY, MA

BARTON & ASSOCIATES, INC.

Public Form 5500 records show how BARTON & ASSOCIATES, INC. (PEABODY, MA) structures its employee benefits. 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 Jul 2026

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

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EYEMED (FIDELITY SECURITY LIFE INSURANCE COMPANY)Vision473December$6,975
RELIANCE STANDARD INSURANCE COMPANY708December$4,908
RELIANCE STANDARD LIFE INSURANCE COMPANYDisability83December$2,706
RELIANCE STANDARD LIFE INSURANCE COMPANYLife83December$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.