Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$59K
- Other$59K
- Short-term disability$44K
Sponsor portfolio
ANNE GRADY CORPORATION
EIN 34-1214508Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$104K premiums
Participants
577
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $104K premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- PRINCIPAL LIFE INSURANCE COMPANY57%
- UNITED OF OMAHA LIFE INSURANCE COMPANY43%
Broker market share
Schedule A broker compensation
100%top
- STAPLETON INSURANCE GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANNE GRADY CORPORATION 403(B) PLAN
403b
Assets$2.5M
Participants395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANNE GRADY HEALTH PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$104K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANNE GRADY CORPORATION 403(B) PLAN | 403b | $2.5M | 395 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANNE GRADY HEALTH PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $104K | 307 | 2025 |
Retirement plans
Welfare plans