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Sponsor portfolio

GATEWAY FIRST BANK

EIN 73-1577221-Latest filing 2025
Plans
2
Retirement
1
$75.5M assets
Welfare
1
$1.3M premiums
Participants
1,675
244 GATEWAY PLACE - JENKS, OK 74037214-979-3791
Plans on this EIN
2 filings
#001401k-$75.5M - 1,032 part#501Mixed-$1.3M - 1,100 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$717K
  • Life$549K
  • Long-term disability$549K
  • Dental$514K
  • Vision$66K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • METROPOLITAN LIFE INSURANCE COMPANY40%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY12%
  • EYEMED VISION CARE5%
  • MAGELLAN HEALTHCARE1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • SUMMIT FINANCIAL GROUP INC.38%
  • GIS BENEFITS INC24%
  • GALLAGHER BENEFIT SERVICES, INC.20%
  • FLEXPLAN ADMINISTRATORS, INC.18%
Total $132K4 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

GATEWAY FIRST BANK 401(K) RETIREMENT PLAN

401k

Assets$75.5M
Participants1,032
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GATEWAY FIRST BANK WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GATEWAY FIRST BANK 401(K) RETIREMENT PLAN401k$75.5M1,0322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GATEWAY FIRST BANK WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.3M1,1002025
Retirement plans
Welfare plans
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