Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$186K
- Dental$18K
- Vision$4K
- Long-term disability$3K
- Life$2K
- Other$2K
Sponsor portfolio
GIFT & ASSOCIATES, LLC
EIN 26-0006710Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$213K premiums
Participants
83
1205 MANOR DRIVE SUITE 100 - MECHANICSBURG, PA 17055717-766-3555
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $213K premiums / 48 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- HM LIFE INSURANCE COMPANY87%
- UNITED CONCORDIA INSURANCE COMPANY9%
- BLUE CROSS OF CALIFORNIA2%
- HARTFORD LIFE AND ACCIDENT2%
- AMERICAN UNITED LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
89%top
- ASSUREDPARTNERS89%
- MOWERY ASSOCIATES11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GIFT CPAS DREAM FUND
401k
Assets$3.7M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GIFT & ASSOCIATES EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$213K
Covered lives48
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GIFT CPAS DREAM FUND | 401k | $3.7M | 50 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GIFT & ASSOCIATES EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $213K | 48 | 2025 |
Retirement plans
Welfare plans