Assets by plan
Share of aggregate retirement assets
- AND INVESTMENT PLAN (#003)$163.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $234.5M assets / 1,167 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $11.3M premiums / 714 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | 401(k) | $163.1M | 827 | 2025 |
| #002 | GRINNELL MUTUAL RETIREMENT PLAN | Traditional DB | $71.4M | 340 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GRINNELL MUTUAL REINSURANCE COMPANY, SI WELFARE BENEFIT PLAN | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $11.3M | 714 | 2025 |