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
Sponsor portfolio
GROSS MENDELSOHN & ASSOCIATES PA
EIN 52-0982413accountingLatest filing 2025
Plans
2
Retirement
1
$47.5M assets
Welfare
1
$159K premiums
Participants
286
1801 PORTER STREET, SUITE 500 - BALTIMORE, MD 21230410-685-5512gma-cpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $159K premiums / 139 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY61%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN
401k
Assets$47.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROSS MENDELSOHN & ASSOCIATES PA WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$159K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | 401k | $47.5M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROSS MENDELSOHN & ASSOCIATES PA WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $159K | 139 | 2025 |
Retirement plans
Welfare plans