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Sponsor portfolio

GOUGH ECON, INC.

EIN 22-2033902-machinery-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$355K premiums
Participants
87
P. O. BOX 668583, 9400 NORTH LAKEBROOK ROAD - CHARLOTTE, NC 282668583704-399-4501goughecon.comLinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#001401k-$7.5M - 45 part#525Mixed-$355K - 60 lives

Benefits portfolio analytics

1 plan / $355K premiums / 60 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$264K
  • Dental$31K
  • Other$22K
  • Short-term disability$18K
  • Long-term disability$12K
  • Life$10K
  • +1 more
Total $355K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • AETNA LIFE INSURANCE COMPANY74%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • COMMUNITY EYE CARE2%
Total $355K4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MAIN STREET FINANCIAL GROUP76%
  • UNITED PRODUCERS GROUP LLC24%
Total $16K2 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

GOUGH ECON, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.5M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

GOUGH ECON, INC. WELFARE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$355K
Covered lives60
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOUGH ECON, INC. 401(K) PROFIT SHARING PLAN401k$7.5M452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
525GOUGH ECON, INC. WELFARE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$355K602025
Retirement plans
Welfare plans
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