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Sponsor portfolioTH

GCATS INVESTMENTS LLC

EIN 87-0751232-construction-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$855K premiums
Participants
240
PO BOX 560603 - DALLAS, TX 753560603972-290-2013LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$5.4M - 146 part#501Fully Insured-$855K - 217 lives

Benefits portfolio analytics

1 plan / $855K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$721K
  • Dental$108K
  • Vision$108K
  • Life$108K
  • Short-term disability$108K
  • Long-term disability$108K
  • +1 more
Total $855K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • UNITED AMERICAN INSURANCE COMPANY3%
Total $855K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • FRANK SWINGLE & ASSOCIATES, INC67%
  • ASSUREDPARTNERS9%
  • THE HORTON GROUP8%
  • MARCHITA MCDOLE6%
  • MARTI STATLER4%
  • +3 more
Total $72K8 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

GCATS INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.4M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GCATS INVESTMENTS, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$855K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GCATS INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$5.4M1462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GCATS INVESTMENTS, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$855K2172025
Retirement plans
Welfare plans
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