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Sponsor portfolio

GORMAN & COMPANY, LLC

EIN 82-3739186-real estate-Latest filing 2025
Plans
2
Retirement
1
$44.0M assets
Welfare
1
$5.9M premiums
Participants
1,302
200 NORTH MAIN STREET - OREGON, WI 53575608-835-3900gormanusa.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$44.0M - 769 part#505Mixed-$5.9M - 995 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 995 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Other$327K
  • Life$290K
  • Short-term disability$290K
  • Long-term disability$290K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITEDHEALTHCARE INSURANCE COMPANY61%
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION32%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $91K1 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

GORMAN 401(K) PLAN

401k

Assets$44.0M
Participants769
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GORMAN & COMPANY, LLC HEALTH AND WELFARE PLANS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.9M
Covered lives995
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GORMAN 401(K) PLAN401k$44.0M7692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GORMAN & COMPANY, LLC HEALTH AND WELFARE PLANSMixedUNITEDHEALTHCARE INSURANCE COMPANY$5.9M9952025
Retirement plans
Welfare plans
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