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 ishigh. It is in the 97th percentile compared to peers.
- Modincreasedby more than 75% of peers.
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.
- 20% of peers have changed carriers since last year.
- Current Carrier's market share is in the 95th percentile at 22% of the market.
Business Stats
Policy History
| Term | Exp. Mod | Carrier | |
|---|---|---|---|
| 2022 |
- | ||
| 2022 |
- | ||
| 2021 |
- | ||
| 2020 |
- | ||
| 2019 |
- | ||
| 2018 |
- | ||
| 2017 |
- | ||
| 2017 |
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| 2016 |
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| 2016 |
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| 2015 |
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| 2014 |
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| 2013 |
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| 2012 |
- |
Contacts
Industry Classification
ADDRESSING or Mailing CO NPD
Direct Mail Advertising Services
Mail Box or Packaging Stores
45900
Mail Order or Online Drug Stores
45937
Mailing or Addressing Companies
47367
Sales or Service Organizations
Retirement Benefits
Financials
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOY Assets: | $ 1,836,888 | $ 3,050,665 | $ 7,090,963 | $ 1,586,390 | $ 305,139 | $ 1,858,651 | $ 269,426 | $ 815,132 | $ 704,221 | $ 699,636 | $ 959,157 |
| Liabilities: | $ 0 | $ 99 | $ 16 | $ 87 | $ 7 | $ 0 | $ 3 | $ 93 | |||
| EE Contrib: | $ 126,917 | $ 680,034 | $ 924,088 | $ 845,118 | $ 117,189 | $ 180,623 | $ 23,613 | $ 46,819 | $ 43,218 | $ 11,442 | $ 27,618 |
| Emp Contrib: | $ 16,674 | $ 27,461 | $ 10,786 | $ 87,074 | $ 34,048 | $ 26,697 | $ 49,544 | $ 35,340 | $ 33,611 | $ 3,311 | $ 565 |
| Income/Loss: | $ 238,043 | $ 546,092 | ($ 22,781) | $ 482,794 | $ 29,703 | ($ 62,773) | $ 46,074 | $ 885,656 | $ 19,752 | ($ 7,125) | $ 25,646 |
| Total Income: | $ 381,634 | $ 959,120 | $ 670,538 | $ 545,014 | $ 495,250 | $ 382,034 | $ 891,364 | $ 633,612 | $ 364,244 | $ 33,472 | $ 150,303 |
| Paid Benefits: | $ 100,816 | $ 91,698 | $ 958,479 | $ 43,257 | $ 76,993 | $ 52,747 | $ 97,729 | $ 5,115 | $ 21,006 | $ 3,526 | $ 26,170 |
| Expenses: | $ 0 | 50美元 | $ 54 | $ 7 | $ 469 | $ 6 | |||||
| Commission: | $ 6,033 | $ 8,804 | $ 9,443 | $ 6,187 | $ 1,315 | $ 515 | $ 707 | $ 476 | $ 718 | $ 788 | $ 48 |
| Net Income: | $ 274,785 | $ 734,098 | ($ 47,339) | $ 35,165 | $ 996,871 | $ 11,134 | $ 129,952 | $ 269,349 | $ 252,081 | $ 32,332 | $ 39,223 |
| Net Assets: | $ 2,111,673 | $ 2,753,445 | $ 7,906,224 | $ 1,810,102 | $ 68,699 | $ 1,974,441 | $ 5,167,279 | $ 326,060 | $ 694,323 | $ 237,177 | $ 238,439 |
Participants
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Participants: | 44 | 59 | 62 | 55 | 97 | 47 | 45 | 75 | 48 | 99 | 75 |
| Active Part.: | 32 | 49 | 77 | 43 | 85 | 31 | 70 | 85 | 98 | 70 | 28 |
| Retired Part.: | 1 | 29c | af2 | 8a3 | d | bb5 | 24 | 9 | 1 | 73 | |
| Deceased Part.: | f | 873 | e3f | f | 8f | 6f | e38 | 8 | d1 |
Insurance
No Insurance CoverageProviders
No ProvidersFeatures
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.