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Sponsor portfolio

W.L. GORE & ASSOCIATES, INC.

EIN 51-0083365-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$5.19B assets
Welfare
1
$9.2M premiums
Participants
29,695
555 PAPER MILL RD, PO BOX 9329 - NEWARK, DE 197119329302-738-4880gore.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
3 filings
#002ESOP-$2.88B - 10,807 part#003401k-$2.30B - 10,204 part#501Fully Insured-$9.2M - 11,439 lives

Retirement portfolio analytics

2 plans aggregated / $5.19B assets / 21,011 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • ASSOCIATE STOCK OWNERSHIP (#002)56%
  • ASSOCIATES, INC. 401(K) (#003)44%
Total $5.19BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • TRANSITION FINANCE STRATEGIES, LLC56%
  • (Not disclosed)44%
Total $5.19BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATE STOCK OWNERSHIP (#002)10,807
  • ASSOCIATES, INC. 401(K) (#003)10,204
Total 21,011Click row to drill in

Benefits portfolio analytics

1 plan / $9.2M premiums / 11,439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$7.8M
  • Life$7.8M
  • Long-term disability$7.8M
  • Vision$1.5M
  • Health$5K
  • Dental$5K
Total $9.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA84%
  • VISION SERVICE PLAN16%
  • AETNA LIFE INSURANCE COMPANY0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $9.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $731K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

W.L. GORE & ASSOCIATES, INC. RESTATED ASSOCIATE STOCK OWNERSHIP PLAN

ESOP

Assets$2.88B
Participants10,807
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WL GORE & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$2.30B
Participants10,204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W.L. GORE & ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$9.2M
Covered lives11,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002W.L. GORE & ASSOCIATES, INC. RESTATED ASSOCIATE STOCK OWNERSHIP PLANESOP$2.88B10,8072025
003WL GORE & ASSOCIATES, INC. 401(K) PLAN401k$2.30B10,2042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W.L. GORE & ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$9.2M11,4392025
Retirement plans
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