PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GALLAGHER & KENNEDY, P.A.
Sponsor portfolioTH

GALLAGHER & KENNEDY, P.A.

EIN 86-0489397-law practice-Latest filing 2025
Plans
4
Retirement
1
$89.4M assets
Welfare
3
$1.8M premiums
Participants
587
2575 EAST CAMELBACK RD - PHOENIX, AZ 85016602-530-8073gknet.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$89.4M - 168 part#501Fully Insured-$1.8M - 162 lives#503Fully Insured-$13K - 119 lives#502Fully Insured-$4K - 201 lives

Benefits portfolio analytics

3 plans / $1.8M premiums / 482 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$62K
  • Other$62K
  • Long-term disability$13K
  • Dental$4K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • STANDARD INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
  • REDTAIL LTD0%
Total $122K2 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

GALLAGHER & KENNEDY, P.A. PROFIT SHARING AND 401(K) PLAN

401k

Assets$89.4M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GALLAGHER & KENNEDY, P.A. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.8M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GALLAGHER & KENNEDY, P.A. LONG TERM DISABILITY INCOME PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$13K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GALLAGHER & KENNEDY, P.A. DENTAL INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$4K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GALLAGHER & KENNEDY, P.A. PROFIT SHARING AND 401(K) PLAN401k$89.4M1682024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GALLAGHER & KENNEDY, P.A. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.8M1622025
503GALLAGHER & KENNEDY, P.A. LONG TERM DISABILITY INCOME PLANFully InsuredHARTFORD LIFE AND ACCIDENT$13K1192025
502GALLAGHER & KENNEDY, P.A. DENTAL INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$4K2012025
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