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Sponsor portfolioTH

GORDON BROTHERS GROUP, LLC

EIN 04-3403041-financial services-Latest filing 2024
Plans
2
Retirement
1
$121.3M assets
Welfare
1
$7.8M premiums
Participants
1,061
101 HUNTINGTON AVENUE, SUITE 1100 - BOSTON, MA 02199617-426-3233gordonbrothers.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$121.3M - 672 part#504Mixed-$7.8M - 771 lives

Benefits portfolio analytics

1 plan / $7.8M premiums / 771 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.5M
  • Dental$7.5M
  • Prescription drug$7.5M
  • Other$272K
  • Life$264K
  • Long-term disability$264K
  • +1 more
Total $7.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • EYEMED VISION CARE0%
  • ALLONE HEALTH0%
Total $7.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $155K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GORDON BROTHERS PROFIT-SHARING PLAN

401k

Assets$121.3M
Participants672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GORDON BROTHERS GROUP LLC HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$7.8M
Covered lives771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GORDON BROTHERS PROFIT-SHARING PLAN401k$121.3M6722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GORDON BROTHERS GROUP LLC HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$7.8M7712024
Retirement plans
Welfare plans
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