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Sponsor portfolioTH

ROBERT D. GILMORE & ASSOCIATES, INC.

EIN 23-1992323-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$71.2M assets
Welfare
1
$210K premiums
Participants
774
65 EAST BUTLER AVENUE, SUITE 100 - NEW BRITAIN, PA 18901215-345-4330
Plans on this EIN
3 filings
#002ESOP-$42.2M - 266 part#001401k-$28.9M - 233 part#502Mixed-$210K - 275 lives

Retirement portfolio analytics

2 plans aggregated / $71.2M assets / 499 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • EMPLOYEE STOCK OWNERSHIP (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $71.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)266
  • PROFIT SHARING PLAN (#001)233
Total 499Click row to drill in

Benefits portfolio analytics

1 plan / $210K premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$110K
  • Dental$100K
  • Vision$100K
  • Long-term disability$29K
  • Short-term disability$23K
  • Life$22K
Total $210K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • AMERITAS LIFE INSURANCE CORP.48%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $210K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • THE EQUINOX AGENCY LLC53%
  • JAMES R NELLIGAN & ASSOCIATES LLC47%
Total $28K2 slices

Plan deep-dives

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

ROBERT D. GILMORE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$42.2M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$28.9M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROBERT D. GILMORE & ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$210K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROBERT D. GILMORE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$42.2M2662024
001ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$28.9M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROBERT D. GILMORE & ASSOCIATES, INC. HEALTH AND WELFARE PLANMixedAMERITAS LIFE INSURANCE CORP.$210K2752024
Retirement plans
Welfare plans
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