Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$107K
- Dental$74K
- Short-term disability$34K
- Long-term disability$25K
- Life$14K
- Vision$11K
Sponsor portfolio
GERSHMAN INVESTMENT CORP.
EIN 43-0710608financial servicesLatest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$251K premiums
Participants
455
16253 SWINGLEY RIDGE RD. STE. 200 - CHESTERFIELD, MO 63017314-889-0690gershmaninvestmentcorp.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $251K premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY87%
- HCC LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST
401k
Assets$34.7M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GERSHMAN INVESTMENT CORP. WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$251K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST | 401k | $34.7M | 270 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GERSHMAN INVESTMENT CORP. WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $251K | 221 | 2025 |
Retirement plans
Welfare plans