Barney & Barney, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Barney & Barney, LLC (EIN 26-3237576) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 26-3237576
- Location
- San Diego, CA
- Loaded plans
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $0
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $0
Contributions & income
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,178,408
Expenses & distributions
- Benefits paid / distributions
- $83,740,248
- Total expenses
- $83,845,323
- Net increase / (decrease)
- -$79,666,915
Coverage
- Total reported participants
- 25,622
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J. Smith Lanier & Co. Profit Sharing Plan | 002 | 642 | $0 | 2023 |
| Marsh & Mclennan Agency LLC Severance Pay Plan | 508 | 9,735 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC Separation Plan For Performance Managed Terminations | 504 | 7,209 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency Upper Midwest Employee Benefit Plan | 570 | 1,321 | not reported in the loaded dataset | 2023 |
| Barney & Barney Health & Welfare Plan | 502 | 1,224 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC, Mid-Atlantic Umbrella Welfare Benefit Plan | 506 | 859 | not reported in the loaded dataset | 2023 |
| Marsh And Mclennan Agency LLC Employee Benefits Plan | 510 | 806 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency Health & Welfare Benefits Plan | 600 | 741 | not reported in the loaded dataset | 2023 |
| Assurance Agency, Ltd Health And Welfare Plan | 501 | 656 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC, Locally Known As J. Smith Lanier, Health & Welfare Benefit Plan | 517 | 647 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC East Flexible Benefits Plan | 505 | 484 | not reported in the loaded dataset | 2023 |
| Mma-Fl Employee Benefits Plan | 507 | 361 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Mma-Bouchard Employee Benefits Plan | 245 | — | 20240625110433NAL0004563459001 |
| 2023 | Barney & Barney Health & Welfare Plan | 1,224 | — | 20240626121148NAL0005697715001 |
| 2023 | Marsh & Mclennan Agency LLC East Flexible Benefits Plan | 484 | — | 20240630134559NAL0002158067001 |
| 2023 | Assurance Agency, Ltd Health And Welfare Plan | 656 | — | 20240710111005NAL0023894304001 |
| 2023 | Marsh & Mclennan Agency Health & Welfare Benefits Plan | 741 | — | 20240711095848NAL0010271875001 |
| 2023 | Marsh & Mclennan Agency, LLC, Locally Known As J. Smith Lanier, Health & Welfare Benefit Plan | 647 | — | 20240722102502NAL0010286721001 |
| 2023 | Marsh & Mclennan Agency Upper Midwest Employee Benefit Plan | 1,321 | — | 20240722111003NAL0005769859001 |
| 2023 | Marsh & Mclennan Agency, LLC | 122 | — | 20240725093502NAL0014226705001 |