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Sponsor portfolioTH

GPM INVESTMENTS, LLC

EIN 55-0807113-retail-Latest filing 2025
Plans
3
Retirement
1
$39.2M assets
Welfare
2
$7.4M premiums
Participants
19,990
8565 MAGELLAN PARKWAY, SUITE 400 - RICHMOND, VA 23227804-730-1568gpminvestments.comLinkedIn5001-10000 employeesretail
Plans on this EIN
3 filings
#001401k-$39.2M - 13,246 part#504Fully Insured-$7.4M - 6,192 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $7.4M premiums / 6,192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Other$2.9M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • +2 more
Total $7.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY42%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA28%
  • DELTA DENTAL OF CALIFORNIA16%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN3%
Total $7.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $235K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GPM INVESTMENTS 401(K) PLAN

401k

Assets$39.2M
Participants13,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GPM INVESTMENTS, LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$7.4M
Covered lives6,192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

GPM INVESTMENTS, LLC TEXAS OCCUPATIONAL INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GPM INVESTMENTS 401(K) PLAN401k$39.2M13,2462024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GPM INVESTMENTS, LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7.4M6,1922025
505GPM INVESTMENTS, LLC TEXAS OCCUPATIONAL INJURY BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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