Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $41.7M assets / 346 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $19.4M premiums / 598 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - BLUE CROSS BLUE SHIELD OF ALABAMA
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GLEASON RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $24.4M | 194 | 2025 |
| #002 | GLEASON RESEARCH ASSOCIATES, INC. ESOP | ESOP | $17.3M | 152 | 2025 |
2 plans on this EIN
| 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 |