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Sponsor portfolioWelfare / HealthEIN 11-2141728

GEM FINANCIAL SERVICES, INC.

98 ROCKWELL PLACE, SUITE 2 · BROOKLYN, NY 11217
7182371166
Plans filed
3
Years active
2025–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$20K
No prior year
Persons covered
509
No prior year
Total participants
509
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$17K
GEM FINANCIAL SERVICES, INC. LTD PLAN
Fully insured170 covered·1 carrier
Primary: MUTUAL OF OMAHA INSURANCE COMPANY
Plan #501$3K
GEM FINANCIAL SERVICES, INC. TERM LIFE PLAN.
Fully insured170 covered·1 carrier
Primary: COMPANION LIFE INSURANCE COMPANY
Plan #503$334
GEM FINANCIAL SERVICES, INC. LIFE AD&D PLAN
Fully insured169 covered·1 carrier
Primary: MUTUAL OF OMAHA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$17K83.7%
Life$3K14.6%
Other$3341.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
LLTDOth
$17K86.8%22339
COMPANION LIFE INSURANCE COMPANY
EIN 131595128
L
$3K13.2%11170

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FNA INSURANCE SERVICES INCWOODBURY, NYCOMPANION LIFE INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY$2K$985$3K100.0%3

Policy details

Latest year, by plan
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