Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$3.7M
- Vision$3.7M
- Other$270K
- Life$235K
- Short-term disability$235K
- +1 more
Sponsor portfolio
THE GERSH AGENCY, INC
EIN 95-1656028Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$4.0M premiums
Participants
644
9465 WILSHIRE BLVD, SUITE 600 - BEVERLY HILLS, CA 90212310-274-6611
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 286 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
73%top
- GCG FINANCIAL LLC73%
- BRIO BENEFIT CONSULTING INC25%
- PROFESSIONAL GROUP PLANS INC1%
- PATRIOT GROWTH INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
GERSH AGENCY 401(K) PLAN
401k
Assets$30.3M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE GERSH AGENCY HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GERSH AGENCY 401(K) PLAN | 401k | $30.3M | 358 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE GERSH AGENCY HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.0M | 286 | 2025 |
Retirement plans
Welfare plans