PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GROOME HOLDINGS , LLC
Sponsor portfolio

GROOME HOLDINGS , LLC

EIN 36-4884697-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$3.2M premiums
Participants
546
2201 WEST BROAD STREET, SUITE 105 - RICHMOND, VA 23220804-222-7222
Plans on this EIN
2 filings
#001401k-$3.5M - 231 part#501Fully Insured-$3.2M - 529 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 529 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$284K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • Dental$172K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • AETNA LIFE INSURANCE COMPANY85%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • KAISER FOUNDATION HEALTH PLAN INC7%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GROOME HOLDINGS, LLC 401(K) PLAN

401k

Assets$3.5M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROOME HOLDINGS, LLC WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives529
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GROOME HOLDINGS, LLC 401(K) PLAN401k$3.5M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROOME HOLDINGS, LLC WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.2M5292025
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