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Sponsor portfolio

NOLATO GW, INC.

EIN 03-0286604-Latest filing 2025
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$430K premiums
Participants
1,095
239 PLEASANT STREET - BETHEL, VT 05032802-234-9941
Plans on this EIN
2 filings
#003401k-$45.7M - 657 part#506Mixed-$430K - 523 lives

Benefits portfolio analytics

1 plan / $430K premiums / 523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$390K
  • Life$390K
  • Long-term disability$390K
  • Vision$40K
  • Short-term disability$377
Total $430K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • EYEMED VISION CARE9%
Total $430K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NOLATO GW EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$45.7M
Participants657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

NOLATO GW, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$430K
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003NOLATO GW EMPLOYEE RETIREMENT SAVINGS PLAN401k$45.7M6572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506NOLATO GW, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$430K5232025
Retirement plans
Welfare plans
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