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Sponsor portfolio

GALLAGHER EVELIUS & JONES LLP

EIN 52-0883759-Latest filing 2025
Plans
2
Retirement
1
$78.5M assets
Welfare
1
$880K premiums
Participants
240
218 NORTH CHARLES STREET, PARK CHARLES SUITE 400 - BALTIMORE, MD 21201410-727-7702
Plans on this EIN
2 filings
#001401k-$78.5M - 134 part#501Mixed-$880K - 105 lives

Benefits portfolio analytics

1 plan / $880K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$706K
  • Life$134K
  • Other$134K
  • Long-term disability$119K
  • Dental$40K
Total $880K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • DOMINION NATIONAL5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $880K4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • HUB INTERNATIONAL MIDWEST LIMITED61%
  • KELLY & ASSOCIATES INSURANCE GROUP25%
  • FRANKLIN FINANCIAL GROUP LLC12%
  • GIS BENEFITS INC2%
Total $52K4 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

GALLAGHER EVELIUS & JONES LLP 401(K) PROFIT SHARING PLAN

401k

Assets$78.5M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GALLAGHER EVELIUS & JONES LLP EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$880K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GALLAGHER EVELIUS & JONES LLP 401(K) PROFIT SHARING PLAN401k$78.5M1342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GALLAGHER EVELIUS & JONES LLP EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$880K1052025
Retirement plans
Welfare plans
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