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  2. CURTIS C. GUNN, INC.
Sponsor portfolioTH

CURTIS C. GUNN, INC.

EIN 74-2143518-retail-Latest filing 2024
Plans
2
Retirement
1
$54.7M assets
Welfare
1
$1.2M premiums
Participants
1,566
227 BROADWAY - SAN ANTONIO, TX 78205210-472-0101LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$54.7M - 936 part#501Fully Insured-$1.2M - 630 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 630 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$595K
  • Vision$595K
  • Life$595K
  • Short-term disability$595K
  • Long-term disability$595K
  • Stop-loss$530K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY45%
  • HCC LIFE INSURANCE COMPANY5%
  • CONSECO LIFE INSURANCE COMPANY0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • HUB INTERNATIONAL MIDWEST LIMITED71%
  • IMAGINE36027%
  • AMERICAN LIFE & CASUALTY0%
  • CHARLES M. DAVIS0%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • +3 more
Total $29K8 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

CURTIS C. GUNN, INC. 401(K) PLAN

401k

Assets$54.7M
Participants936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURTIS C. GUNN, INC. WELFARE BENEFIT PLAN

Fully Insured - GUARDIAN

Premiums$1.2M
Covered lives630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS C. GUNN, INC. 401(K) PLAN401k$54.7M9362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURTIS C. GUNN, INC. WELFARE BENEFIT PLANFully InsuredGUARDIAN$1.2M6302024
Retirement plans
Welfare plans
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