PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. G.R. MITCHELL, INC.
Sponsor portfolio

G.R. MITCHELL, INC.

EIN 23-1710257-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$184K premiums
Participants
118
P.O. BOX 528 - WILLOW STREET, PA 17584717-464-2999
Plans on this EIN
2 filings
#002401k-$4.3M - 68 part#501Mixed-$184K - 50 lives

Benefits portfolio analytics

1 plan / $184K premiums / 50 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • AVALON INSURANCE COMPANY100%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • REVIVEHEALTH0%
Total $184K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BOON CHAPMAN BENEFIT ADMINISTRATORS92%
  • GIS BENEFITS INC6%
  • ASSUREDPARTNERS2%
  • AP BENEFIT ADVISORS, LLC0%
Total $12K4 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

G. R. MITCHELL, INC. RETIREMENT PLAN

401k

Assets$4.3M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G.R. MITCHELL, INC. EMPLOYEE BENEFIT PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$184K
Covered lives50
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002G. R. MITCHELL, INC. RETIREMENT PLAN401k$4.3M682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G.R. MITCHELL, INC. EMPLOYEE BENEFIT PLANMixedAVALON INSURANCE COMPANY$184K502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica