Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Groton School
EIN 04-2104265education managementLatest filing 2025
Plans
3
Retirement
2
$122.5M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $122.5M assets / 711 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$97.4M
- (Not disclosed)$25.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.2M premiums / 322 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$97.4M
Participants500
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
GROTON SCHOOL DEFINED BENEFIT PLAN
Traditional DB
Assets$25.1M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GROTON SCHOOL WELFARE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$3.2M
Covered lives322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GROTON SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $97.4M | 500 | 2025 |
| #003 | GROTON SCHOOL DEFINED BENEFIT PLAN | Traditional DB | $25.1M | 211 | 2025 |
- #001 · 403(b) · 2025500
- #003 · Traditional DB · 2025211
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025322
Retirement plans
Health & Benefits plans