Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.9M
- Dental$4.9M
- Vision$4.9M
- Prescription drug$4.9M
- Life$435K
- Short-term disability$435K
- +2 more
Sponsor portfolio
GATES, HUDSON & ASSOCIATES, INC.
EIN 54-1150334real estateLatest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$5.4M premiums
Participants
1,531
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 691 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- STANDARD INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
96%top
- LOCKTON COMPANIES, LLC96%
- USI INSURANCE SERVICES LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GATES, HUDSON & ASSOCIATES EMPLOYEE 401(K) PLAN
401k
Assets$24.3M
Participants837
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GATES, HUDSON AND ASSOCIATES HEALTH PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC.
Premiums$5.4M
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GATES, HUDSON & ASSOCIATES EMPLOYEE 401(K) PLAN | 401k | $24.3M | 837 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GATES, HUDSON AND ASSOCIATES HEALTH PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC. | $5.4M | 691 | 2025 |
Retirement plans
Welfare plans