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Sponsor portfolioWelfare / HealthEIN 82-3739186

GORMAN & COMPANY, LLC

200 NORTH MAIN STREET · OREGON, WI 53575
6088353900
Plans filed
3
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$5.9M
No prior year
Persons covered
995
No prior year
Total participants
533
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #505$5.9M
GORMAN & COMPANY, LLC HEALTH AND WELFARE PLANS
Mixed995 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$87K
GORMAN & COMPANY, INC. LIFE & DISABILITY PLAN
Fully insured217 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #503$0
GORMAN & COMPANY, INC. DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.5M44.9%
Prescription drug$5.5M44.9%
Other$327K2.7%
Life$290K2.4%
Short-term disability$290K2.4%
Long-term disability$290K2.4%
Vision$55K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.6M61.2%11995
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
HRx
$1.9M32.4%11230
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$327K5.5%12533
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$55K0.9%11336

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILWYSSTA INSURANCE COMPANY, INC., UNUM INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, QUARTZ HEALTH BENEFIT PLANS CORPORATION, UNUM LIFE INSURANCE COMPANY OF AMERICA$72K$19K$91K100.0%1

History & trajectory

9 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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