PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GOTWALS, INC.
Sponsor portfolio

GOTWALS, INC.

EIN 35-1121074-package/freight delivery-Latest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$254K premiums
Participants
552
12 GOTWALS LANE - OLEY, PA 19547610-987-6281LinkedIn201-500 employeespackage/freight delivery
Plans on this EIN
2 filings
#001401k-$22.5M - 368 part#501Mixed-$254K - 264 lives

Benefits portfolio analytics

1 plan / $254K premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$134K
  • Short-term disability$134K
  • Other$134K
  • Dental$61K
  • Long-term disability$59K
Total $254K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA53%
  • STANDARD INSURANCE COMPANY24%
  • AMERICAN FIDELITY ASSURANCE COMPANY23%
Total $254K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ESSA ADVISORY SERVICES, LLC54%
  • ASSUREDPARTNERS24%
  • PENNSYLVANIA AUTO ASSOC INS AGY INC19%
  • ASSURANCE AGENCY LTD2%
Total $25K4 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

GOTWALS, INC. PROFIT SHARING PLAN

401k

Assets$22.5M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOTWALS, INC. GROUP HEALTH & DISABILITY PLAN

Mixed - RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA

Premiums$254K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOTWALS, INC. PROFIT SHARING PLAN401k$22.5M3682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOTWALS, INC. GROUP HEALTH & DISABILITY PLANMixedRENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA$254K2642025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica