PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GLOSTEN, INC.
Sponsor portfolio

GLOSTEN, INC.

EIN 91-0839688-maritime-Latest filing 2025
Plans
4
Retirement
1
$50.7M assets
Welfare
3
$1.9M premiums
Participants
493
1201 WESTERN AVENUE, SUITE 200 - SEATTLE, WA 98101206-624-7850glosten.comLinkedIn51-200 employeesmaritime
Plans on this EIN
4 filings
#001401k-$50.7M - 174 part#501Fully Insured-$1.7M - 88 lives#503Fully Insured-$180K - 112 lives#502Fully Insured-$89K - 88 lives

Benefits portfolio analytics

3 plans / $1.9M premiums / 288 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$180K
  • Long-term disability$180K
  • Other$180K
  • Dental$89K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $85K1 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

GLOSTEN, INC. PROFIT SHARING/401(K) PLAN

401k

Assets$50.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GLOSTEN, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives88
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GLOSTEN, INC. GROUP LIFE AND DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$180K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GLOSTEN, INC. GROUP DENTAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$89K
Covered lives88
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GLOSTEN, INC. PROFIT SHARING/401(K) PLAN401k$50.7M1742024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GLOSTEN, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M882025
503GLOSTEN, INC. GROUP LIFE AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$180K1122025
502GLOSTEN, INC. GROUP DENTAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$89K882025
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