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  2. GIBSON INSURANCE AGENCY, INC.
Sponsor portfolio

GIBSON INSURANCE AGENCY, INC.

EIN 35-1116724-Latest filing 2025
Plans
3
Retirement
2
$63.6M assets
Welfare
1
$131K premiums
Participants
438
202 SOUTH MICHIGAN STREET, SUITE 1400 - SOUTH BEND, IN 46601574-245-3500
Plans on this EIN
3 filings
#002401k-$38.1M - 247 part#003ESOP-$25.5M - 191 part#510Mixed-$131K - 313 lives

Retirement portfolio analytics

2 plans aggregated / $63.6M assets / 438 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • AGENCY, INC. 401(K) (#002)60%
  • EMPLOYEE STOCK OWNERSHIP (#003)40%
Total $63.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGENCY, INC. 401(K) (#002)247
  • EMPLOYEE STOCK OWNERSHIP (#003)191
Total 438Click row to drill in

Benefits portfolio analytics

1 plan / $131K premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$106K
  • Life$79K
  • Long-term disability$79K
  • Vision$25K
Total $131K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA75%
  • DELTA DENTAL OF CALIFORNIA19%
  • NEW AVENUES, INC.6%
Total $131K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • GIBSON INSURANCE AGENCY, INC.71%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
Total $30K2 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

GIBSON INSURANCE AGENCY, INC. 401(K) PLAN

401k

Assets$38.1M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GIBSON INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

GIBSON INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$131K
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GIBSON INSURANCE AGENCY, INC. 401(K) PLAN401k$38.1M2472024
003GIBSON INSURANCE AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.5M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510GIBSON INSURANCE AGENCY, INC. WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$131K3132025
Retirement plans
Welfare plans
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