Plan Ledger DOL Form 5500 · updated monthly

Barrett Financial Group, LLCbenefits

Barrett Financial Group, LLC Employee Benefits Plan · GILBERT, AZ · plan year 2024

Broker compensation reported · 2024
$277,137

Barrett Financial Group, LLC's benefits plans covered 382 active participants in 2024, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $277,137 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $725 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 2.3% from $283,657 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 751 covered
ASSURITY LIFE INSURANCE COMPANY · life stdpremiums n/a · 646 covered
Brokers & agents paid · 20243
VECTOR FINANCIAL INC$225,458 · incl $147,230 fees
ROGERS BENEFIT GROUP INC$37,541 · incl $11,219 fees
Also brokered by Vector Financial Inc2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 010628113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.