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Sponsor portfolio

THE GRANITE GROUP WHOLESALERS, LLC

EIN 02-0495286-Latest filing 2025
Plans
2
Retirement
1
$65.0M assets
Welfare
1
$719K premiums
Participants
1,591
SIX STORRS STREET - CONCORD, NH 03301603-545-3362
Plans on this EIN
2 filings
#001401k-$65.0M - 866 part#502Mixed-$719K - 725 lives

Benefits portfolio analytics

1 plan / $719K premiums / 725 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$395K
  • Life$274K
  • Long-term disability$274K
  • Other$274K
  • Vision$50K
Total $719K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY93%
  • VISION SERVICE PLAN7%
Total $719K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • CROSS INSURANCE63%
  • LOCKTON COMPANIES, LLC37%
Total $27K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST

401k

Assets$65.0M
Participants866
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE GRANITE GROUP WHOLESALERS, LLC GROUP HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$719K
Covered lives725
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST401k$65.0M8662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE GRANITE GROUP WHOLESALERS, LLC GROUP HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$719K7252025
Retirement plans
Welfare plans
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