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  2. Gordon Brothers Group, LLC
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Filings through Oct 24, 2026.

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Gordon Brothers Group, LLC

EIN 04-3403041-financial services-Latest filing 2025
Plans
2
Retirement
1
$140.9M assets
Health & Benefits
1
$8.1M premiums
Participants
1,144
101 HUNTINGTON AVENUE, SUITE 1100 - BOSTON, MA 02199617-426-3233gordonbrothers.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401(k)-$140.9M - 720 part#504Mixed-$8.1M - 854 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $8.1M premiums / 854 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.8M
  • Dental$7.8M
  • Prescription drug$7.8M
  • Other$250K
  • Life$241K
  • Long-term disability$241K
  • +1 more
Total $8.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

GORDON BROTHERS PROFIT-SHARING PLAN

401(k)

Assets$140.9M
Participants720
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

GORDON BROTHERS GROUP LLC HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$8.1M
Covered lives854
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002GORDON BROTHERS PROFIT-SHARING PLAN401(k)$140.9M7202025
  • GORDON BROTHERS PROFIT-SHARING PLAN$140.9M
    #002 · 401(k) · 2025720

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504GORDON BROTHERS GROUP LLC HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$8.1M8542025
  • GORDON BROTHERS GROUP LLC HEALTH AND WELFARE PLAN$8.1M
    #504 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025854
Retirement plans
Health & Benefits plans

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