PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GEMINI BAKERY EQUIPMENT COMPANY
Sponsor portfolio

GEMINI BAKERY EQUIPMENT COMPANY

EIN 23-1878709-Latest filing 2025
Plans
3
Retirement
1
$15.0M assets
Welfare
2
$247K premiums
Participants
394
9990 GANTRY ROAD - PHILADELPHIA, PA 19115215-673-3520
Plans on this EIN
3 filings
#001401k-$15.0M - 147 part#501Fully Insured-$146K - 161 lives#502Mixed-$101K - 122 lives

Benefits portfolio analytics

2 plans / $247K premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$146K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
  • Other$146K
Total $146K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
  • BLUE CROSS OF CALIFORNIA0%
Total $146K2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • INNOVATIVE BENEFIT PLANNING, LLC56%
  • ENROLLEASE20%
  • BIRCH BENEFITS LLC17%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $22K4 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

GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN

401k

Assets$15.0M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEMINI HEALTH & WELFARE BENEFITS PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$146K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GEMINI BAKERY EQUIPMENT CO. GROUP INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$101K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN401k$15.0M1472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEMINI HEALTH & WELFARE BENEFITS PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$146K1612025
502GEMINI BAKERY EQUIPMENT CO. GROUP INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$101K1222024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica