Assets by plan
Share of aggregate retirement assets
Filings through .
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Herbert Rowland & Grubic, Inc.
EIN 23-1609730civil engineeringLatest filing 2025
Plans
4
Retirement
2
$116.4M assets
Health & Benefits
2
$1.5M premiums
Participants
1,619
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $116.4M assets / 874 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.5M premiums / 942 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Other$134K
- Life$116K
- Long-term disability$53K
- Vision$48K
- Short-term disability$9K
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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
HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN
401(k)
Assets$67.2M
Participants504
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HERBERT ROWLAND & GRUBIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$49.2M
Participants370
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HERBERT, ROWLAND & GRUBIC, INC. GROUP MEDICAL PLAN
Self-funded - AVALON INSURANCE COMPANY
Premiums$1.3M
Covered lives337
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
HERBERT, ROWLAND & GRUBIC, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$244K
Covered lives605
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN | 401(k) | $67.2M | 504 | 2025 |
| #002 | HERBERT ROWLAND & GRUBIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $49.2M | 370 | 2025 |
- #001 · 401(k) · 2025504
- #002 · ESOP · 2025370
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HERBERT, ROWLAND & GRUBIC, INC. GROUP MEDICAL PLAN | Self-funded | AVALON INSURANCE COMPANY | $1.3M | 337 | 2025 |
| #501 | HERBERT, ROWLAND & GRUBIC, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $244K | 605 | 2025 |
- #502 · Self-funded · AVALON INSURANCE COMPANY · 2025337
- #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025605
Retirement plans
Health & Benefits plans