PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GQG PARTNERS LLC
Sponsor portfolio

GQG PARTNERS LLC

EIN 81-2109181-financial services-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$2.7M premiums
Participants
423
350 E. LAS OLAS BLVD, 18TH FLOOR - FORT LAUDERDALE, FL 33301754-218-5500gqg.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$21.5M - 221 part#501Fully Insured-$2.7M - 329 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$241K
  • Vision$241K
  • Other$148K
  • Life$68K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $6K1 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

GQG PARTNERS LLC RETIREMENT PLAN

401k

Assets$21.5M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GQG PARTNERS EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GQG PARTNERS LLC RETIREMENT PLAN401k$21.5M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GQG PARTNERS EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M3292025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica