Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$998K
- Other$937K
- Long-term disability$656K
- Vision$110K
Sponsor portfolioTH
GREGORY POOLE EQUIPMENT COMPANY
EIN 56-0487311machineryLatest filing 2025
Plans
2
Retirement
1
$167.4M assets
Welfare
1
$1.4M premiums
Participants
3,154
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 2,186 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA92%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
GREGORY POOLE EQUIPMENT COMPANY RETIREMENT SAVINGS AND PROFIT SHARING PLAN
401k
Assets$167.4M
Participants1,783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREGORY POOLE EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.4M
Covered lives2,186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREGORY POOLE EQUIPMENT COMPANY RETIREMENT SAVINGS AND PROFIT SHARING PLAN | 401k | $167.4M | 1,783 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREGORY POOLE EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.4M | 2,186 | 2025 |
Retirement plans
Welfare plans