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Sponsor portfolio

G I ASSOCIATES LLC

EIN 39-1994360-Latest filing 2025
Plans
3
Retirement
2
$82.0M assets
Welfare
1
$435K premiums
Participants
1,072
2801 W KK RIVER PKWY SUITE 1080 - MILWAUKEE, WI 53215414-908-6500LinkedIn201-500 employees
Plans on this EIN
3 filings
#006401k-$63.2M - 363 part#101CashBalance-$18.8M - 383 part#501Mixed-$435K - 325 lives

Retirement portfolio analytics

2 plans aggregated / $82.0M assets / 746 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • TRUST 006 GIS (#006)77%
  • PLAN AND TRUST (#101)23%
Total $82.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#101)383
  • TRUST 006 GIS (#006)363
Total 746Click row to drill in

Benefits portfolio analytics

1 plan / $435K premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$175K
  • Dental$172K
  • Life$148K
  • Short-term disability$103K
  • Long-term disability$64K
  • Vision$24K
Total $435K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA55%
  • DELTA DENTAL OF CALIFORNIA40%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $435K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MEDICAL MANAGEMENT BENEFITS100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS

401k

Assets$63.2M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#101

G.I. ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$18.8M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G I ASSOCIATES LLC WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$435K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS401k$63.2M3632024
101G.I. ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$18.8M3832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G I ASSOCIATES LLC WELFARE BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$435K3252025
Retirement plans
Welfare plans
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