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  2. WILLIAM GRANT & SONS, INC.
Sponsor portfolioTH

WILLIAM GRANT & SONS, INC.

EIN 22-1757718-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$122.3M assets
Welfare
1
$447K premiums
Participants
850
130 FIELDCREST AVENUE - RARITAN CEN - EDISON, NJ 088373620732-225-9000
Plans on this EIN
3 filings
#002401k-$107.2M - 463 part#001TraditionalDB-$15.1M - 92 part#504Mixed-$447K - 292 lives

Retirement portfolio analytics

2 plans aggregated / $122.3M assets / 555 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • AND INVESTMENT PLAN (#002)88%
  • SONS, INC. PENSION (#001)12%
Total $122.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)463
  • SONS, INC. PENSION (#001)92
Total 555Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
  • VISION SERVICE PLAN11%
Total $447K4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • JAMES R NELLIGAN & ASSOCIATES LLC69%
  • ONEGROUP NY INC31%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $76K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILLIAM GRANT & SONS, INC. SAVINGS AND INVESTMENT PLAN

401k

Assets$107.2M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WILLIAM GRANT & SONS, INC. PENSION PLAN

TraditionalDB

Assets$15.1M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WILLIAM GRANT & SONS EMPLOYEE BENEFIT PROGRAMS

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$447K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAM GRANT & SONS, INC. SAVINGS AND INVESTMENT PLAN401k$107.2M4632024
001WILLIAM GRANT & SONS, INC. PENSION PLANTraditionalDB$15.1M922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WILLIAM GRANT & SONS EMPLOYEE BENEFIT PROGRAMSMixedPRINCIPAL LIFE INSURANCE COMPANY$447K2922025
Retirement plans
Welfare plans
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