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Sponsor portfolioTH

GILLIG LLC

EIN 26-3085364-automotive-Latest filing 2024
Plans
3
Retirement
2
$144.2M assets
Welfare
1
$6.1M premiums
Participants
1,443
451 DISCOVERY DRIVE - LIVERMORE, CA 94551510-264-4432gillig.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
3 filings
#001401k-$112.4M - 538 part#002MoneyPurchase-$31.8M - 444 part#501Mixed-$6.1M - 524 lives

Retirement portfolio analytics

2 plans aggregated / $144.2M assets / 982 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • SHARING RETIREMENT PLAN (#001)78%
  • MONEY PURCHASE PENSION (#002)22%
Total $144.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)538
  • MONEY PURCHASE PENSION (#002)444
Total 982Click row to drill in

Benefits portfolio analytics

1 plan / $6.1M premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Stop-loss$2.6M
  • Other$611K
  • Vision$486K
  • Life$486K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • KAISER FOUNDATION HEALTH PLAN INC47%
  • UNITED STATES FIRE INSURANCE COMPANY43%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.1%
  • +1 more
Total $6.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • INTRINSIC SOLUTIONS INSURANCE76%
  • PROFESSIONAL GROUP PLANS INC13%
  • ESTRADA ENTERPRISES LLC6%
  • MARK TETSUO IWASAKI1%
  • THOMAS MARTIN LEVINSTEIN1%
  • +3 more
Total $209K8 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

GILLIG 401(K) PROFIT SHARING RETIREMENT PLAN

401k

Assets$112.4M
Participants538
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GILLIG MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$31.8M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GILLIG LLC EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$6.1M
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GILLIG 401(K) PROFIT SHARING RETIREMENT PLAN401k$112.4M5382024
002GILLIG MONEY PURCHASE PENSION PLANMoneyPurchase$31.8M4442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GILLIG LLC EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$6.1M5242024
Retirement plans
Welfare plans
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