PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GROTE ENTERPRISES, LLC
Sponsor portfolioTH

GROTE ENTERPRISES, LLC

EIN 31-1575000-construction-Latest filing 2025
Plans
3
Retirement
1
$18.8M assets
Welfare
2
$678K premiums
Participants
765
5240 LESTER RD. - CINCINNATI, OH 45213513-731-5700groteenterprises.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$18.8M - 350 part#501Self Funded-$420K - 175 lives#525Fully Insured-$259K - 267 lives

Benefits portfolio analytics

2 plans / $678K premiums / 442 covered lives

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
Total $678K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY62%
  • SUN LIFE ASSURANCE COMPANY OF CANADA22%
  • SUPERIOR DENTAL CARE14%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $678K4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • WATCHTOWER TECHNOLOGIES INC4%
  • HORAN ASSOCIATES INC.2%
  • THREEFLOW0%
Total $46K4 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

GROTE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN

401k

Assets$18.8M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN

Self Funded - BERKLEY LIFE AND HEALTH INSURANCE CO

Premiums$420K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

GROTE ENTERPRISES LLC WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$259K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GROTE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN401k$18.8M3502025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLANSelf FundedBERKLEY LIFE AND HEALTH INSURANCE CO$420K1752025
525GROTE ENTERPRISES LLC WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$259K2672025
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