Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GROTON SCHOOL
EIN 04-2104265education managementLatest filing 2025
Plans
3
Retirement
2
$122.5M assets
Welfare
1
$3.2M premiums
Participants
835
282 FARMERS ROW, PO BOX 991 - GROTON, MA 01450978-448-7561groton.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $122.5M assets / 711 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- TIAA79%
- (Not disclosed)21%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.2M premiums / 322 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Dental$3.1M
- Vision$3.1M
- Prescription drug$3.1M
- Life$132K
- Long-term disability$132K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- HARTFORD LIFE AND ACCIDENT4%
Broker market share
Schedule A broker compensation
89%top
- DIGITAL INSURANCE LLC89%
- INDIGO INSURANCE SERVICES11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$97.4M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GROTON SCHOOL DEFINED BENEFIT PLAN
TraditionalDB
Assets$25.1M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROTON SCHOOL WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$3.2M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $97.4M | 500 | 2025 | |
| 003 | GROTON SCHOOL DEFINED BENEFIT PLAN | TraditionalDB | $25.1M | 211 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROTON SCHOOL WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $3.2M | 322 | 2025 |
Retirement plans
Welfare plans