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Sponsor portfolio

GPW AND ASSOCIATES, INC.

EIN 86-0916908-insurance-Latest filing 2025
Plans
5
Retirement
1
$22.2M assets
Welfare
4
$32K premiums
Participants
126
3101 N. CENTRAL AVE, STE 400 - PHOENIX, AZ 85012904-412-3231gpwa.comLinkedIn51-200 employeesinsurance
Plans on this EIN
5 filings
#001401k-$22.2M - 126 part#504Fully Insured-$15K - 0 lives#505Fully Insured-$9K - 0 lives#506Fully Insured-$5K - 0 lives#507Fully Insured-$2K - 0 lives

Benefits portfolio analytics

4 plans / $32K premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$15K
  • Short-term disability$9K
  • Long-term disability$5K
  • Other$2K
Total $32K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $32K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE REES GROUP AZ LLC100%
Total $3K1 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

GPW AND ASSOCIATES 401(K) PLAN

401k

Assets$22.2M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GPW AND ASSOCIATES, INC. EMPLOYEE LIFE INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$15K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

GPW AND ASSOCIATES, INC. EMPLOYEE SHORT TERM DISABILITY INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$9K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GPW AND ASSOCIATES, INC. EMPLOYEE LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$5K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

GPW AND ASSOCIATES, INC. EMPLOYEE ACCIDENT INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GPW AND ASSOCIATES 401(K) PLAN401k$22.2M1262025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GPW AND ASSOCIATES, INC. EMPLOYEE LIFE INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$15K02024
505GPW AND ASSOCIATES, INC. EMPLOYEE SHORT TERM DISABILITY INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$9K02024
506GPW AND ASSOCIATES, INC. EMPLOYEE LONG TERM DISABILITY INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$5K02024
507GPW AND ASSOCIATES, INC. EMPLOYEE ACCIDENT INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2K02024
Retirement plans
Welfare plans
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