Plan Ledger DOL Form 5500 · updated monthly

G & W Equipment, Inc.benefits

G&W Equipment, Inc. Employee Benefit Plan · CHARLOTTE, NC · plan year 2025

Previously filed as G & W Equipment, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$74,143

G & W Equipment, Inc.'s benefits plans covered 335 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $74,143 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $221 per covered person, above the median for employer plans that report broker pay. Broker pay rose 8.8% from $68,141 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 286 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 335 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 335 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 335 covered
Brokers & agents paid · 20253
MOUNTCASTLE INSURANCE$56,463
KISTLER TIFFANY BENEFITS GEN AG$9,728
DIGITAL INSURANCE LLC$7,952 · incl $7,952 fees
Also brokered by Mountcastle Insurance1
Ten Oaks, LLC VA$71,576

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 561630404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.