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Sponsor portfolioTH

GALE ASSOCIATES, INC.

EIN 04-2319385-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$1.7M premiums
Participants
263
300 LEDGEWOOD PLACE, SUITE 300 - ROCKLAND, MA 02370781-335-6465gainc.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$19.1M - 148 part#501Fully Insured-$1.7M - 157 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$78K
  • Long-term disability$33K
  • Life$31K
  • Other$31K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARVARD PILGRIM HEALTH CARE91%
  • DELTA DENTAL OF CALIFORNIA4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • BROWN & BROWN INSURANCE SERVICES87%
  • HAYS COMPANIES, INC.13%
Total $82K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GALE ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$19.1M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GALE ASSOCIATES, INC. HEALTH AND WELFARE BENEFITS

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.7M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GALE ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST401k$19.1M1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GALE ASSOCIATES, INC. HEALTH AND WELFARE BENEFITSFully InsuredHARVARD PILGRIM HEALTH CARE$1.7M1572025
Retirement plans
Welfare plans
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