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Sponsor portfolio

GHERTNER & COMPANY

EIN 62-0990117-real estate-Latest filing 2024
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$147K premiums
Participants
404
50 VANTAGE WAY, SUITE 100 - NASHVILLE, TN 37228615-277-0322ghertner.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.5M - 238 part#501Mixed-$147K - 157 lives

Benefits portfolio analytics

1 plan / $147K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$48K
  • Vision$48K
  • Life$39K
  • Other$39K
  • Short-term disability$36K
  • Long-term disability$24K
Total $147K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY68%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY32%
Total $147K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $21K1 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

GHERTNER & COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$7.5M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GHERTNER & COMPANY, INC. EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$147K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GHERTNER & COMPANY 401(K) PROFIT SHARING PLAN401k$7.5M2382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GHERTNER & COMPANY, INC. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$147K1572024
Retirement plans
Welfare plans
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