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Sponsor portfolioWelfare / HealthEIN 23-1992323

ROBERT D. GILMORE & ASSOCIATES, INC.

65 EAST BUTLER AVENUE, SUITE 100 · NEW BRITAIN, PA 18901
2153454330
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$210K
No prior year
Persons covered
275
No prior year
Total participants
275
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$210K
ROBERT D. GILMORE & ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Mixed275 covered·3 carriers
Primary: AMERITAS LIFE INSURANCE CORP.
Plan #504$13K
ROBERT D. GILMORE & ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully insured217 covered·2 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$110K28.6%
Dental$100K26.0%
Vision$100K26.0%
Long-term disability$29K7.6%
Short-term disability$23K6.0%
Life$22K5.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$101K48.1%14171
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$100K47.6%11275
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$9K4.3%1136

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE EQUINOX AGENCY LLCEMMAUS, PAAMERITAS LIFE INSURANCE CORP., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$15K$0$15K52.8%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJAMERITAS LIFE INSURANCE CORP., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$7K$7K$13K47.2%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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