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  2. W.L. GORE & ASSOCIATES, INC.
Sponsor portfolio

W.L. GORE & ASSOCIATES, INC.

EIN 51-0083365-consumer goods-Latest filing 2024
Plans
3
Retirement
2
$4.44B assets
Welfare
1
$9.8M premiums
Participants
29,955
555 PAPER MILL RD, PO BOX 9329 - NEWARK, DE 197119329302-738-4880gore.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
3 filings
#002ESOP-$2.43B - 10,373 part#003401k-$2.01B - 10,505 part#501Fully Insured-$9.8M - 8,769 lives

Retirement portfolio analytics

2 plans aggregated / $4.44B assets / 20,878 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • ASSOCIATE STOCK OWNERSHIP (#002)55%
  • ASSOCIATES, INC. 401(K) (#003)45%
Total $4.44BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#003)10,505
  • ASSOCIATE STOCK OWNERSHIP (#002)10,373
Total 20,878Click row to drill in

Benefits portfolio analytics

1 plan / $9.8M premiums / 8,769 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$8.3M
  • Life$8.3M
  • Long-term disability$8.3M
  • Vision$1.5M
  • Health$73K
  • Dental$73K
Total $9.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • VISION SERVICE PLAN15%
  • AETNA LIFE INSURANCE COMPANY1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $9.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $905K1 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$2.43B
Participants10,373
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$2.01B
Participants10,505
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$9.8M
Covered lives8,769
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$2.43B10,3732024
003WL GORE & ASSOCIATES, INC. 401(K) PLAN401k$2.01B10,5052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W.L. GORE & ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$9.8M8,7692024
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