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Sponsor portfolioTH

HERBERT, ROWLAND & GRUBIC, INC.

EIN 23-1609730-civil engineering-Latest filing 2024
Plans
4
Retirement
2
$107.4M assets
Welfare
2
$1.4M premiums
Participants
1,436
369 EAST PARK DRIVE - HARRISBURG, PA 171112730717-564-1121hrg-inc.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
4 filings
#001401k-$56.5M - 450 part#002ESOP-$50.9M - 343 part#502Self Funded-$1.2M - 290 lives#501Mixed-$212K - 552 lives

Retirement portfolio analytics

2 plans aggregated / $107.4M assets / 793 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SHARING AND Savings (#001)53%
  • EMPLOYEE STOCK OWNERSHIP (#002)47%
Total $107.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)450
  • EMPLOYEE STOCK OWNERSHIP (#002)343
Total 793Click row to drill in

Benefits portfolio analytics

2 plans / $1.4M premiums / 842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$113K
  • Life$97K
  • Long-term disability$47K
  • Vision$44K
  • Short-term disability$8K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • AVALON INSURANCE COMPANY66%
  • EVEREST REINSURANCE COMPANY19%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA12%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MCCONKEY BENEFITS & FINANCIAL SERV77%
  • BENEFITMALL23%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$56.5M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERBERT ROWLAND & GRUBIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$50.9M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HERBERT, ROWLAND & GRUBIC, INC. GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$1.2M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HERBERT, ROWLAND & GRUBIC, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$212K
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HERBERT, ROWLAND & GRUBIC, INC. PROFIT SHARING AND SAVINGS PLAN401k$56.5M4502024
002HERBERT ROWLAND & GRUBIC, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$50.9M3432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HERBERT, ROWLAND & GRUBIC, INC. GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$1.2M2902024
501HERBERT, ROWLAND & GRUBIC, INC. EMPLOYEE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$212K5522024
Retirement plans
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