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Sponsor portfolio

GL GROUP, INC.

EIN 43-1018725-wholesale-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$121K premiums
Participants
211
8950 PERSHALL ROAD - HAZELWOOD, MO 63042314-647-0600goodluckgroup.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$9.6M - 126 part#501Mixed-$121K - 147 lives

Benefits portfolio analytics

1 plan / $121K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$69K
  • Other$44K
  • Life$43K
  • Short-term disability$43K
  • Long-term disability$43K
  • Vision$7K
Total $121K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • DELTA DENTAL OF CALIFORNIA57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • ADVANTICA INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $121K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • USI INSURANCE SERVICES LLC4%
Total $19K2 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

BOOKSOURCE 401(K) PLAN

401k

Assets$9.6M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE GL GROUP HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF MISSOURI

Premiums$121K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOOKSOURCE 401(K) PLAN401k$9.6M1262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE GL GROUP HEALTH & WELFARE PLANMixedDELTA DENTAL OF MISSOURI$121K1472024
Retirement plans
Welfare plans
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