Barkley, LLC
Overview
Barkley, LLC sponsors a self-funded health plan that covered 680 participants in plan year 2025, up 38% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 680 · prior year 494
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Barkley, LLC Health & Welfare Plan, plan 502 (680 participants)
- Broker compensation
- $53K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Cigna Health and Life Insurance Company and Affiliates | Dental | 579 | $403K | $16K |
| Life Insurance Company of North America | Short-term disability, Life, Long-term disability | 680 | $266K | $34K |
| Vision Service Plan | Vision | 508 | $81K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 680 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Barkley, LLC
- Sponsor EIN
- 43-1028307
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 43-1028307 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Barkley, LLC 401(k) Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 1,072
About this data
Source: Barkley, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Barkley, LLC.