Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GLEASON RESEARCH ASSOCIATES, INCORPORATED
EIN 52-1261002Latest filing 2025
Plans
4
Retirement
2
$41.5M assets
Welfare
2
$19.4M premiums
Participants
772
Retirement portfolio analytics
2 plans aggregated / $41.5M assets / 358 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $19.4M premiums / 598 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$19.3M
- Dental$19.3M
- Prescription drug$19.3M
- Other$19.3M
- Vision$116K
- Life$116K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
99%top
- BLUE CROSS OF CALIFORNIA99%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GLEASON RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$20.8M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GLEASON RESEARCH ASSOCIATES, INC. ESOP
ESOP
Assets$20.7M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GLEASON RESEARCH MEDICAL BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA
Premiums$19.3M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GLEASON RESEARCH WELFARE BENEFIT PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$116K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GLEASON RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $20.8M | 200 | 2024 | |
| 002 | GLEASON RESEARCH ASSOCIATES, INC. ESOP | ESOP | $20.7M | 158 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GLEASON RESEARCH MEDICAL BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ALABAMA | $19.3M | 294 | 2025 | |
| 501 | GLEASON RESEARCH WELFARE BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $116K | 304 | 2025 |
Retirement plans
Welfare plans