Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$17K
- Life$3K
- Other$334
Filings through .
Gem Financial Services Inc
EIN 11-2141728Retail TradeLatest filing 2025
Plans
4
Retirement
1
$4.8M assets
Health & Benefits
3
$20K premiums
Participants
642
98 ROCKWELL PLACE - BROOKLYN, NY 112171118718-237-1166
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $20K premiums / 509 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GEM FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN
401(k)
Assets$4.8M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
GEM FINANCIAL SERVICES, INC. LTD PLAN
Fully insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$17K
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
GEM FINANCIAL SERVICES, INC. TERM LIFE PLAN.
Fully insured - COMPANION LIFE INSURANCE COMPANY
Premiums$3K
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
GEM FINANCIAL SERVICES, INC. LIFE AD&D PLAN
Fully insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$334
Covered lives169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GEM FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN | 401(k) | $4.8M | 133 | 2025 |
- #001 · 401(k) · 2025133
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | GEM FINANCIAL SERVICES, INC. LTD PLAN | Fully insured | MUTUAL OF OMAHA INSURANCE COMPANY | $17K | 170 | 2025 |
| #501 | GEM FINANCIAL SERVICES, INC. TERM LIFE PLAN. | Fully insured | COMPANION LIFE INSURANCE COMPANY | $3K | 170 | 2025 |
| #503 | GEM FINANCIAL SERVICES, INC. LIFE AD&D PLAN | Fully insured | MUTUAL OF OMAHA INSURANCE COMPANY | $334 | 169 | 2025 |
- #502 · Fully insured · MUTUAL OF OMAHA INSURANCE COMPANY · 2025170
- #501 · Fully insured · COMPANION LIFE INSURANCE COMPANY · 2025170
- #503 · Fully insured · MUTUAL OF OMAHA INSURANCE COMPANY · 2025169
Retirement plans
Health & Benefits plans