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Sponsor portfolio

GRANCO CLARK, INC.

EIN 38-2389546-machinery-Latest filing 2025
Plans
3
Retirement
2
$17.7M assets
Welfare
1
$228K premiums
Participants
408
7298 NORTH STOREY ROAD - BELDING, MI 48809616-794-2600grancoclark.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#003ESOP-$11.6M - 160 part#001401k-$6.2M - 130 part#501Mixed-$228K - 118 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 290 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEE STOCK OWNERSHIP (#003)65%
  • 401(K) PROFIT-SHARING PLAN (#001)35%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)160
  • 401(K) PROFIT-SHARING PLAN (#001)130
Total 290Click row to drill in

Benefits portfolio analytics

1 plan / $228K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$228K
  • Vision$228K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • Other$228K
Total $228K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $228K1 slice

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • NFP INSURANCE SERVICES INC6%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

GRANCO CLARK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.6M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GRANCO CLARK, INC. 401(K) PROFIT-SHARING PLAN

401k

Assets$6.2M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRANCO CLARK, INC. WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$228K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003GRANCO CLARK EMPLOYEE STOCK OWNERSHIP PLANESOP$11.6M1602024
001GRANCO CLARK, INC. 401(K) PROFIT-SHARING PLAN401k$6.2M1302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRANCO CLARK, INC. WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$228K1182025
Retirement plans
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