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  2. William Grant & Sons Inc
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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William Grant & Sons Inc

EIN 22-1757718-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$133.0M assets
Health & Benefits
1
$447K premiums
Participants
852
130 FIELDCREST AVENUE - RARITAN CEN - EDISON, NJ 088373620732-225-9000
Plans on this EIN
3 filings
#002401(k)-$117.9M - 465 part#001Traditional DB-$15.1M - 92 part#504Mixed-$447K - 292 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $133.0M assets / 557 participants

Assets by plan

Share of aggregate retirement assets

  • AND INVESTMENT PLAN (#002)$117.9M
  • SONS, INC. PENSION (#001)$15.1M
Total $133.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)465
  • SONS, INC. PENSION (#001)92
Total 557Select a row to open it

Benefits portfolio analytics

1 plan / $447K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$265K
  • Other$168K
  • Long-term disability$86K
  • Vision$49K
  • Short-term disability$46K
Total $447K5 rows
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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#002

WILLIAM GRANT & SONS, INC. SAVINGS AND INVESTMENT PLAN

401(k)

Assets$117.9M
Participants465
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WILLIAM GRANT & SONS, INC. PENSION PLAN

Traditional DB

Assets$15.1M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

WILLIAM GRANT & SONS EMPLOYEE BENEFIT PROGRAMS

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$447K
Covered lives292
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WILLIAM GRANT & SONS, INC. SAVINGS AND INVESTMENT PLAN401(k)$117.9M4652025
#001WILLIAM GRANT & SONS, INC. PENSION PLANTraditional DB$15.1M922025
  • WILLIAM GRANT & SONS, INC. SAVINGS AND INVESTMENT PLAN$117.9M
    #002 · 401(k) · 2025465
  • WILLIAM GRANT & SONS, INC. PENSION PLAN$15.1M
    #001 · Traditional DB · 202592

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504WILLIAM GRANT & SONS EMPLOYEE BENEFIT PROGRAMSMixedPRINCIPAL LIFE INSURANCE COMPANY$447K2922025
  • WILLIAM GRANT & SONS EMPLOYEE BENEFIT PROGRAMS$447K
    #504 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025292
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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