Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$49K
- Other$49K
- Long-term disability$4K
- Short-term disability$914
Sponsor portfolio
A.L. GILBERT COMPANY
EIN 94-2277358Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$32.3M assets
Welfare
1
$55K premiums
Participants
508
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $55K premiums / 189 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
83%top
- TSM INSURANCE & FINANCIAL SERVICES83%
- ASSUREDPARTNERS13%
- EMERSON REID LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
A. L. GILBERT COMPANY PROFIT SHARING & RETIREMENT PLAN
ProfitSharing
Assets$32.3M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A.L. GILBERT HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$55K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | A. L. GILBERT COMPANY PROFIT SHARING & RETIREMENT PLAN | ProfitSharing | $32.3M | 318 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A.L. GILBERT HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $55K | 189 | 2025 |
Retirement plans
Welfare plans