BARTON & COONEY LLC

300 RICHARDS RUN
BURLINGTON, NJ 08016

Talking Points

Experience Mod Rating

Mod is an indication of how risky a company is to insure. It is based on a company's claim history.

  • Experience Mod is high. It is in the 95th percentile compared to peers.
  • Mod increased by more than 75% of peers.
Needs Attention

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 16% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 95th percentile at 19% of the market.
Good

Business Stats

Policy History

Term Exp. Mod Carrier
2022

2022

2021

2020

2019

2018

2017

2017

2016

2016

2015

2014

2013

2012

Contacts

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(971) 744-4421
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Gagpruy Mvmax
Owner
(697) 118-1541
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Bbm Wolqm
Owner
(719) 373-4413
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ETQBX MQWPK
Benefits Admin
(851) 852-4995
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319
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Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 2,111,673 $ 2,151,777 $ 5,349,761 $ 7,432,676 $ 1,713,582 $ 6,854,433 $ 6,049,468 $ 758,272 $ 100,935 $ 821,557 $ 279,819 $ 563,755
Liabilities: $ 0 $ 8 $ 976 $ 0 $ 3 $ 1 $ 75 $ 6 $ 705
EE Contrib: $ 144,660 $ 182,200 $ 142,175 $ 860,457 $ 845,822 $ 189,128 $ 444,272 $ 13,653 $ 1,115 $ 33,311 $ 91,343 $ 18,983
Emp Contrib: $ 16,038 $ 20,783 $ 36,433 $ 70,072 $ 25,699 $ 68,713 $ 11,042 $ 17,236 $ 83,464 $ 93,996 $ 9,656 $ 9,992
Income/Loss: $ 269,784 $ 507,523 $ 900,886($ 88,435) $ 82,908 $ 87,712($ 18,062) $ 1,715 $ 145,916 $ 1,645($ 9,976) $ 82,282
Total Income: $ 430,482 $ 519,484 $ 883,330 $ 402,845 $ 638,809 $ 455,387 $ 339,950 $ 878,999 $ 144,666 $ 318,209 $ 94,201 $ 739,846
Paid Benefits: $ 135,683 $ 665,079 $ 66,498 $ 432,231 $ 77,911 $ 17,454 $ 10,779 $ 60,233 $ 890 $ 45,818 $ 7,770 $ 48,812
Expenses: $ 0 $ 4 $ 4 $ 350 $ 0 $ 5 $ 7
  Commission: $ 7,314 $ 4,243 $ 790 $ 8,257 $ 1,371 $ 8,996 $ 7,168 $ 77 $ 413 $ 169 $ 495 $ 605
Net Income: $ 287,485 $ 277,076 $ 428,434($ 60,148) $ 272,184 $ 21,518 $ 20,329 $ 82,559 $ 263,427 $ 109,321 $ 29,375 $ 9,238
Net Assets: $ 2,399,158 $ 2,420,952 $ 870,037 $ 8,971,329 $ 172,584 $ 3,829,587 $ 2,626,394 $ 6,969,557 $ 8,110 $ 89,782 $ 159,149 $ 584,267

Participants

202120202019201820172016201520142013201220112010
Total Participants:435363698676729912139720
Active Part.:297807402144368536321896
Retired Part.: 8a54a849178941ad1d
Deceased Part.:a856f3fa868a5f31eae88

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2A - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

    2E - Profit-sharing

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

Motor Carrier