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  2. Robert D. Gilmore & Associates, Inc.
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Filings through Oct 24, 2026.

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Robert D. Gilmore & Associates, Inc.

EIN 23-1992323-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$79.5M assets
Health & Benefits
1
$227K premiums
Participants
853
65 EAST BUTLER AVENUE, SUITE 100 - NEW BRITAIN, PA 18901215-345-4330
Plans on this EIN
3 filings
#002ESOP-$44.0M - 259 part#001401(k)-$35.5M - 241 part#502Mixed-$227K - 353 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $79.5M assets / 500 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$44.0M
  • PROFIT SHARING PLAN (#001)$35.5M
Total $79.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)259
  • PROFIT SHARING PLAN (#001)241
Total 500Select a row to open it

Benefits portfolio analytics

1 plan / $227K premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$127K
  • Dental$99K
  • Vision$99K
  • Long-term disability$31K
  • Short-term disability$25K
  • Life$24K
Total $227K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

ESOP

Assets$44.0M
Participants259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$35.5M
Participants241
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

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

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$227K
Covered lives353
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ROBERT D. GILMORE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$44.0M2592025
#001ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$35.5M2412025
  • ROBERT D. GILMORE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$44.0M
    #002 · ESOP · 2025259
  • ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$35.5M
    #001 · 401(k) · 2025241

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ROBERT D. GILMORE & ASSOCIATES, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$227K3532025
  • ROBERT D. GILMORE & ASSOCIATES, INC. HEALTH AND WELFARE PLAN$227K
    #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025353
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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