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Sponsor portfolio

G & W EQUIPMENT, INC.

EIN 56-1630404-machinery-Latest filing 2025
Plans
2
Retirement
1
$33.0M assets
Welfare
1
$487K premiums
Participants
790
600 LAWTON ROAD - CHARLOTTE, NC 28216704-394-6316gwequip.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$33.0M - 455 part#501Mixed-$487K - 335 lives

Benefits portfolio analytics

1 plan / $487K premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$328K
  • Vision$328K
  • Life$86K
  • Long-term disability$60K
  • Other$12K
Total $487K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA33%
Total $487K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MOUNTCASTLE INSURANCE76%
  • KISTLER TIFFANY BENEFITS13%
  • DIGITAL INSURANCE LLC11%
Total $74K3 slices

Plan deep-dives

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

G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$33.0M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G&W EQUIPMENT, INC. EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$487K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$33.0M4552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G&W EQUIPMENT, INC. EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$487K3352025
Retirement plans
Welfare plans
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