Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRACO INC.
EIN 41-0285640machineryLatest filing 2024
Plans
4
Retirement
2
$769.3M assets
Welfare
2
$6.7M premiums
Participants
6,878
Retirement portfolio analytics
2 plans aggregated / $769.3M assets / 3,769 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- GREAT-WEST LIFE & ANNUITY INSURANCE80%
- (Not disclosed)20%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.7M premiums / 3,333 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Other$2.3M
- Prescription drug$2.2M
- Life$1.8M
- Long-term disability$1.8M
- Vision$391K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
29%top
- UNITEDHEALTHCARE INSURANCE COMPANY29%
- UNUM LIFE INSURANCE COMPANY OF AMERICA29%
- BLUE CROSS OF CALIFORNIA25%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN6%
- +3 more
Broker market share
Schedule A broker compensation
90%top
- MERCER HEALTH AND BENEFITS, LLC90%
- GCG FINANCIAL LLC8%
- YARBROUGH, KENNETH C1%
- BROWN AND BROWN OF FLORIDA, INC.1%
- WESTENBERG, ROBERT JOHN0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRACO EMPLOYEE INVESTMENT PLAN
ESOP
Assets$619.1M
Participants3,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
GRACO EMPLOYEE RETIREMENT PLAN - BLUE
TraditionalDB
Assets$150.2M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GRACO RETIREE MEDICAL PLAN
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Premiums$3.7M
Covered lives692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GRACO EMPLOYEE HEALTH & WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$3.1M
Covered lives2,641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRACO EMPLOYEE INVESTMENT PLAN | ESOP | $619.1M | 3,407 | 2024 | |
| 008 | GRACO EMPLOYEE RETIREMENT PLAN - BLUE | TraditionalDB | $150.2M | 362 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GRACO RETIREE MEDICAL PLAN | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | $3.7M | 692 | 2024 | |
| 501 | GRACO EMPLOYEE HEALTH & WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3.1M | 2,641 | 2024 |
Retirement plans
Welfare plans