Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$420K
- Life$149K
- Short-term disability$149K
- Long-term disability$149K
- Other$149K
- Dental$98K
- +1 more
Filings through .
Top hat
Grote Enterprises, LLC
EIN 31-1575000constructionLatest filing 2025
Plans
3
Retirement
1
$18.8M assets
Health & Benefits
2
$678K premiums
Participants
765
5240 LESTER RD. - CINCINNATI, OH 45213513-731-5700groteenterprises.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $678K premiums / 442 covered lives
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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
GROTE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN
401(k)
Assets$18.8M
Participants350
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN
Self-funded - BERKLEY LIFE AND HEALTH INSURANCE CO
Premiums$420K
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#525
GROTE ENTERPRISES LLC WELFARE BENEFIT PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$259K
Covered lives267
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GROTE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | 401(k) | $18.8M | 350 | 2025 |
- #001 · 401(k) · 2025350
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN | Self-funded | BERKLEY LIFE AND HEALTH INSURANCE CO | $420K | 175 | 2025 |
| #525 | GROTE ENTERPRISES LLC WELFARE BENEFIT PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $259K | 267 | 2025 |
- #501 · Self-funded · BERKLEY LIFE AND HEALTH INSURANCE CO · 2025175
- #525 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025267
Retirement plans
Health & Benefits plans