Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$72K
- Vision$72K
- Life$52K
- Other$52K
- Long-term disability$37K
- Short-term disability$26K
Sponsor portfolio
GRACE BROTHERS LTD
EIN 36-3417056hospitalityLatest filing 2025
Plans
2
Retirement
1
$259K assets
Welfare
1
$150K premiums
Participants
137
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $150K premiums / 196 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA52%
- AETNA LIFE INSURANCE COMPANY48%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRACE BROTHERS LTD
401k
Assets$259K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
GRACE BROTHERS LP AND RELATED COMPANIES EMPLOYEE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$150K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRACE BROTHERS LTD | 401k | $259K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | GRACE BROTHERS LP AND RELATED COMPANIES EMPLOYEE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $150K | 196 | 2025 |
Retirement plans
Welfare plans