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Filings through Oct 24, 2026.

Gross, Mendelsohn & Associates, PA

EIN 52-0982413-accounting-Latest filing 2025
Plans
2
Retirement
1
$51.1M assets
Health & Benefits
1
$159K premiums
Participants
284
1801 PORTER STREET, SUITE 500 - BALTIMORE, MD 21230410-685-5512gma-cpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401(k)-$51.1M - 172 part#501Mixed-$159K - 139 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $159K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
  • Other$97K
  • Dental$55K
  • Vision$7K
Total $159K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN

401(k)

Assets$51.1M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GROSS MENDELSOHN & ASSOCIATES PA WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$159K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN401(k)$51.1M1722025
  • GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN$51.1M
    #001 · 401(k) · 2025172

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GROSS MENDELSOHN & ASSOCIATES PA WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$159K1392025
  • GROSS MENDELSOHN & ASSOCIATES PA WELFARE BENEFIT PLAN$159K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025139
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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