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Sponsor portfolio

GENE B. GLICK COMPANY, INC.

EIN 35-0924178-real estate-Latest filing 2025
Plans
2
Retirement
1
$61.0M assets
Welfare
1
$501K premiums
Participants
1,540
8801 RIVER CROSSING BLVD., SUITE 200 - INDIANAPOLIS, IN 46240317-469-0400genebglick.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$61.0M - 929 part#501Mixed-$501K - 611 lives

Benefits portfolio analytics

1 plan / $501K premiums / 611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$438K
  • Life$431K
  • Short-term disability$431K
  • Long-term disability$431K
  • Vision$63K
Total $501K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • SYMETRA LIFE INSURANCE COMPANY86%
  • UNITED HEALTHCARE INSURANCE COMPANY13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $501K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • LOCASCIO HADDEN & DENNIS LLC95%
  • ENROLLEASE3%
  • NFP INSURANCE SERVICES INC2%
Total $21K3 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

GENE B. GLICK COMPANY, INC. RETIREMENT PLAN

401k

Assets$61.0M
Participants929
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN OF GENE B. GLICK COMPANY, INC.

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$501K
Covered lives611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENE B. GLICK COMPANY, INC. RETIREMENT PLAN401k$61.0M9292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE PLAN OF GENE B. GLICK COMPANY, INC.MixedSYMETRA LIFE INSURANCE COMPANY$501K6112025
Retirement plans
Welfare plans
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