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Sponsor portfolio

GLOBAL TAX MANAGEMENT, INC.

EIN 23-2817942-Latest filing 2025
Plans
3
Retirement
2
$85.4M assets
Welfare
1
$449K premiums
Participants
747
656 EAST SWEDESFORD ROAD, SUITE 200 - WAYNE, PA 19087484-395-4000
Plans on this EIN
3 filings
#001401k-$50.3M - 275 part#002ESOP-$35.1M - 258 part#501Mixed-$449K - 214 lives

Retirement portfolio analytics

2 plans aggregated / $85.4M assets / 533 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#001)59%
  • EMPLOYEE STOCK OWNERSHIP (#002)41%
Total $85.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • GLOBAL RETIREMENT PARTNERS LLC59%
  • (Not disclosed)41%
Total $85.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)275
  • EMPLOYEE STOCK OWNERSHIP (#002)258
Total 533Click row to drill in

Benefits portfolio analytics

1 plan / $449K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$309K
  • Life$273K
  • Short-term disability$273K
  • Long-term disability$273K
  • Dental$120K
  • Vision$20K
Total $449K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • STANDARD INSURANCE COMPANY27%
  • VISION SERVICE PLAN4%
  • REVIVEHEALTH3%
Total $449K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • JOHNSON KENDALL AND JOHNSON1%
Total $29K2 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

GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$50.3M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.1M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GLOBAL TAX MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$449K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN401k$50.3M2752024
002GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.1M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GLOBAL TAX MANAGEMENT, INC. EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$449K2142025
Retirement plans
Welfare plans
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