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Sponsor portfolio

GELBER GROUP, LLC

EIN 36-4330915-investment management-Latest filing 2025
Plans
2
Retirement
1
$47.8M assets
Welfare
1
$110K premiums
Participants
467
350 NORTH ORLEANS STREET, 10TH FLOOR, NORTH TOWER - CHICAGO, IL 60654312-427-7100gelbergroup.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#002401k-$47.8M - 273 part#501Mixed-$110K - 187 lives

Benefits portfolio analytics

1 plan / $110K premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$92K
  • Long-term disability$92K
  • Other$92K
  • Dental$17K
Total $110K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA84%
  • DELTA DENTAL OF CALIFORNIA16%
Total $110K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HUB INTERNATIONAL MIDWEST LIMITED87%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
Total $35K2 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

GELBER GROUP 401(K) PLAN

401k

Assets$47.8M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GELBER GROUP FLEXIBLE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$110K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GELBER GROUP 401(K) PLAN401k$47.8M2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GELBER GROUP FLEXIBLE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$110K1872025
Retirement plans
Welfare plans
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