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Sponsor portfolio

M. GLOSSER & SONS, INC.

EIN 25-0955578-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$9.1M assets
Welfare
1
$1.1M premiums
Participants
310
319 WASHINGTON STREET, SUITE 360 - JOHNSTOWN, PA 15901814-533-2811
Plans on this EIN
3 filings
#002ESOP-$5.7M - 95 part#003401k-$3.4M - 92 part#501Fully Insured-$1.1M - 133 lives

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 187 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • PROFIT SHARING PLAN (#003)37%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)95
  • PROFIT SHARING PLAN (#003)92
Total 187Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Other$45K
  • Life$37K
  • Long-term disability$37K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UPMC HEALTH OPTIONS96%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MESIROW INSURANCE SERVICES INC73%
  • ALLIANT INSURANCE SERVICES, INC.27%
Total $46K2 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

M. GLOSSER & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.7M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

M. GLOSSER & SONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M. GLOSSER & SONS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$1.1M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002M. GLOSSER & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.7M952025
003M. GLOSSER & SONS, INC. 401(K) PROFIT SHARING PLAN401k$3.4M922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M. GLOSSER & SONS, INC. EMPLOYEE BENEFITS PLANFully InsuredUPMC HEALTH OPTIONS$1.1M1332025
Retirement plans
Welfare plans
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