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Sponsor portfolio

GELFAND, RENNERT AND FELDMAN, LLC

EIN 81-5179315-financial services-Latest filing 2025
Plans
3
Retirement
2
$105.4M assets
Welfare
1
$1.1M premiums
Participants
1,872
1880 CENTURY PARK EAST, SUITE 1600 - LOS ANGELES, CA 90067310-712-3556grfllp.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$90.0M - 833 part#002ProfitSharing-$15.3M - 420 part#501Fully Insured-$1.1M - 714 lives

Retirement portfolio analytics

2 plans aggregated / $105.4M assets / 1,253 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#001)85%
  • PROFIT SHARING PLAN (#002)15%
Total $105.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)833
  • PROFIT SHARING PLAN (#002)420
Total 1,253Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$645K
  • Prescription drug$645K
  • Other$165K
  • Life$126K
  • Short-term disability$88K
  • Vision$65K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY61%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • EYEMED VISION CARE6%
  • DELTA DENTAL OF CALIFORNIA6%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • CAPITAL FINANCIAL PLC72%
  • CAPITAL FINANCIAL GROUP INC10%
  • DAVID SCOTT KOUSHEL9%
  • INSURANCEASSIST, INC6%
  • DAVID THOMAS2%
  • +2 more
Total $421K7 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

GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN

401k

Assets$90.0M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

ProfitSharing

Assets$15.3M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GELFAND, RENNERT AND FELDMAN, LLC GROUP BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN401k$90.0M8332024
002GELFAND, RENNERT & FELDMAN PROFIT SHARING PLANProfitSharing$15.3M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GELFAND, RENNERT AND FELDMAN, LLC GROUP BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M7142025
Retirement plans
Welfare plans
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