# GAP PLAN

Health and welfare plan sponsored by **THE WISDOM GROUP, INC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE WISDOM GROUP, INC |
| EIN | 272868340 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | TROY, AL |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $225K |
| Participants | 50 |
| Persons covered | 117 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | Health |

## Brokers

| Broker | Placed with |
|---|---|
| LAKESHORE BENEFIT ALLIANCE LLC | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY |
| GILMER ADVISORS | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY |
| SURETY MARKETING & CONSULTING | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY |
| LBA SERVICE LLC | GLOBE LIFE AND ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/272868340-502
- Cite as: PlanOptica, https://planoptica.com/welfare/272868340-502
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