PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GEMMA SERVICES
Sponsor portfolio

GEMMA SERVICES

EIN 23-2310084-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$234K premiums
Participants
1,349
512 WEST TOWNSHIP LINE ROAD - PLYMOUTH MEETING, PA 19462610-825-4440gemmaservices.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$18.3M - 976 part#501Mixed-$234K - 373 lives

Benefits portfolio analytics

1 plan / $234K premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$234K
  • Other$234K
  • Short-term disability$218K
  • Long-term disability$218K
Total $234K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $234K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CONNER STRONG & BUCKELEW71%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
Total $41K2 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

GEMMA SERVICES 403B PLAN

403b

Assets$18.3M
Participants976
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEMMA SERVICES HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$234K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEMMA SERVICES 403B PLAN403b$18.3M9762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEMMA SERVICES HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$234K3732025
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