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GORDON FEINBLATT LLC

EIN 52-0627715-law practice-Latest filing 2025
Plans
4
Retirement
2
$117.1M assets
Welfare
2
$1.3M premiums
Participants
540
1001 FLEET STREET, SUITE 700 - BALTIMORE, MD 21202410-576-4000gfrlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#002MoneyPurchase-$58.6M - 144 part#003401k-$58.5M - 192 part#502Fully Insured-$1.0M - 84 lives#501Fully Insured-$236K - 120 lives

Retirement portfolio analytics

2 plans aggregated / $117.1M assets / 336 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • MONEY PURCHASE PENSION (#002)50%
  • GORDON FEINBLATT 401(K) (#003)50%
Total $117.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GORDON FEINBLATT 401(K) (#003)192
  • MONEY PURCHASE PENSION (#002)144
Total 336Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$1.0M
  • Prescription drug$1.0M
  • Other$236K
  • Life$220K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • KELLY & ASSOCIATES INSURANCE GROUP77%
  • GARY WELTMANN23%
  • FINANCIAL BALANCE GROUP LLC0%
Total $57K3 slices

Plan deep-dives

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

GORDON FEINBLATT MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$58.6M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GORDON FEINBLATT 401(K) PLAN

401k

Assets$58.5M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GORDON FEINBLATT CAFETERIA PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC./CFMI

Premiums$1.0M
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GORDON FEINBLATT WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$236K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GORDON FEINBLATT MONEY PURCHASE PENSION PLANMoneyPurchase$58.6M1442025
003GORDON FEINBLATT 401(K) PLAN401k$58.5M1922025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GORDON FEINBLATT CAFETERIA PLANFully InsuredCAREFIRST BLUECHOICE, INC./CFMI$1.0M842025
501GORDON FEINBLATT WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$236K1202025
Retirement plans
Welfare plans
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