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Sponsor portfolio

GATEWAY MANAGEMENT GROUP, LLC

EIN 87-3527264-information technology and services-Latest filing 2025
Plans
4
Retirement
1
$5.6M assets
Welfare
3
$1.1M premiums
Participants
1,328
165 NORTH MERAMEC, SUITE 500 - ST LOUIS, MO 63105314-915-2909gatewayconsults.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
4 filings
#001401k-$5.6M - 447 part#501Fully Insured-$948K - 113 lives#502Fully Insured-$152K - 394 lives#503Fully Insured-$12K - 600 lives

Benefits portfolio analytics

3 plans / $1.1M premiums / 1,107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$948K
  • Prescription drug$948K
  • Other$158K
  • Dental$152K
  • Vision$146K
  • Life$146K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES1%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • ASSUREDPARTNERS63%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS36%
  • GIS BENEFITS INC2%
Total $101K3 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

GATEWAY MANAGEMENT GROUP, LLC 401(K) PLAN

401k

Assets$5.6M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GATEWAY MANAGEMENT GROUP

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$948K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GATEWAY MANAGEMENT GROUP

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$152K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GATEWAY MANAGEMENT GROUP

Fully Insured - PREFERRED RESOURCE NETWORK, INC DBA PERSONAL ASSISTANCE SERVICES

Premiums$12K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GATEWAY MANAGEMENT GROUP, LLC 401(K) PLAN401k$5.6M4472025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GATEWAY MANAGEMENT GROUPFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$948K1132025
502GATEWAY MANAGEMENT GROUPFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$152K3942025
503GATEWAY MANAGEMENT GROUPFully InsuredPREFERRED RESOURCE NETWORK, INC DBA PERSONAL ASSISTANCE SERVICES$12K6002025
Retirement plans
Welfare plans
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