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  2. Gibson Insurance Agency, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Gibson Insurance Agency, Inc.

EIN 35-1116724-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$76.4M assets
Health & Benefits
1
$131K premiums
Participants
212
202 S. MICHIGAN ST., SUITE 1400 - SOUTH BEND, IN 46601574-245-3506
Plans on this EIN
3 filings
#003ESOP-$76.0M - 210 part#002401(k)-$373K - 2 part#510Mixed-$131K - 313 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $76.4M assets / 212 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#003)$76.0M
  • AGENCY, INC. 401(K) (#002)$373K
Total $76.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)210
  • AGENCY, INC. 401(K) (#002)2
Total 212Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

GIBSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

ESOP

Assets$76.0M
Participants210
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

GIBSON INSURANCE AGENCY, INC. 401(K) PLAN

401(k)

Assets$373K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

GIBSON INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$131K
Covered lives313
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003GIBSON INSURANCE AGENCY, INC. PROFIT SHARING PLANESOP$76.0M2102025
#002GIBSON INSURANCE AGENCY, INC. 401(K) PLAN401(k)$373K22025
  • GIBSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN$76.0M
    #003 · ESOP · 2025210
  • GIBSON INSURANCE AGENCY, INC. 401(K) PLAN$373K
    #002 · 401(k) · 20252

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510GIBSON INSURANCE AGENCY, INC. WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$131K3132025
  • GIBSON INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN$131K
    #510 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025313
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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