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
Filings through .
Gershman Investment Corp.
EIN 43-0710608financial servicesLatest filing 2025
Plans
2
Retirement
1
$34.7M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $251K premiums / 221 covered lives
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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#001
GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST
401(k)
Assets$34.7M
Participants270
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GERSHMAN INVESTMENT CORP. WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$251K
Covered lives221
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST | 401(k) | $34.7M | 270 | 2025 |
- #001 · 401(k) · 2025270
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025221
Retirement plans
Health & Benefits plans