Plan #	Name	Type	Assets	Participants	Latest year
001	RETIREMENT PLAN FOR EMPLOYEES OF GBU FINANCIAL LIFE	TraditionalDB	$9.3M	145	2025
002	GBU FINANCIAL LIFE 401(K) PROFIT SHARING PLAN & TRUST	401k	$5.7M	125	2025

Welfare plans1

Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	GBU FINANCIAL LIFE HEALTH AND WELFARE PLAN	Fully Insured	UNUM LIFE INSURANCE COMPANY OF AMERICA	$102K	118	2025

Retirement plans

Welfare plans

Sponsor portfolio

GBU FINANCIAL LIFE

EIN 25-0502660Finance and InsuranceLatest filing 2025

Plans

Retirement

$15.0M assets

Welfare

$102K premiums

Participants

388

4254 SAW MILL RUN BLVD - PITTSBURGH, PA 152273300412-844-5100

Plans on this EIN

3 filings

#001TraditionalDB-$9.3M - 145 part #002401k-$5.7M - 125 part #501Fully Insured-$102K - 118 lives

Retirement portfolio analytics

2 plans aggregated / $15.0M assets / 270 participants

Assets by plan

Share of aggregate retirement assets

62%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $102K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$102K
Short-term disability$102K
Long-term disability$102K
Other$102K

Carrier market share

Premium dollars by Schedule A carrier

Bundled

100%top

UNUM LIFE INSURANCE COMPANY OF AMERICA100%

Broker market share

Schedule A broker compensation

Single broker

100%top

GALLAGHER BENEFIT SERVICES, INC.100%

Plan deep-dives

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

Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF GBU FINANCIAL LIFE

TraditionalDB

Assets$9.3M

Participants145

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002