Sponsor portfolio
BRIAN A. GLAESER INSURANCE AGENCY, INC.
EIN 65-0269345insuranceLatest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
Participants
62
3765 AIRPORT PULLING ROAD, SUITE 101 - NAPLES, FL 34105239-774-0665brianglaeser.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT PLAN
ProfitSharing
Assets$4.4M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT PLAN | ProfitSharing | $4.4M | 31 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | BRIAN A. GLAESER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans