Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$53K
- Long-term disability$53K
- Other$53K
Sponsor portfolio
GOPPERT FINANCIAL CORP.
EIN 48-6113427bankingLatest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$53K premiums
Participants
324
200 UNITY CIRCLE NORTH, SUITE B - LEES SUMMIT, MO 64086816-942-7595goppertfb.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $53K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- BUKATY COMPANIES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
GFC RETIREMENT PLAN
401k
Assets$18.3M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GOPPERT EMPLOYEE BENEFITS PLAN
Fully Insured - UNITED OF OMAHA
Premiums$53K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GFC RETIREMENT PLAN | 401k | $18.3M | 188 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GOPPERT EMPLOYEE BENEFITS PLAN | Fully Insured | UNITED OF OMAHA | $53K | 136 | 2025 |
Retirement plans
Welfare plans