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  2. GRINNELL MUTUAL REINSURANCE COMPANY, SI
Sponsor portfolioTH

GRINNELL MUTUAL REINSURANCE COMPANY, SI

EIN 42-0245990-insurance-Latest filing 2025
Plans
3
Retirement
2
$223.6M assets
Welfare
1
$11.3M premiums
Participants
1,920
4215 HIGHWAY 146 - GRINNELL, IA 501128110641-269-8000commerciallinesonline.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
3 filings
#003401k-$151.7M - 882 part#002TraditionalDB-$71.9M - 363 part#501Mixed-$11.3M - 714 lives

Retirement portfolio analytics

2 plans aggregated / $223.6M assets / 1,245 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • AND INVESTMENT PLAN (#003)68%
  • MUTUAL RETIREMENT PLAN (#002)32%
Total $223.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • PRINCIPAL LIFE INSURANCE COMPANY32%
Total $223.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#003)882
  • MUTUAL RETIREMENT PLAN (#002)363
Total 1,245Click row to drill in

Benefits portfolio analytics

1 plan / $11.3M premiums / 714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.7M
  • Life$426K
  • Long-term disability$103K
  • Vision$61K
Total $11.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $11.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • HOLMES MURPHY & ASSOCIATES41%
  • FMLASOURCE INC27%
  • AVANT SPECIALTY BENEFITS LLC20%
  • UNITED OF OMAHA LIFE INSURANCE CO13%
Total $55K4 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

GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN

401k

Assets$151.7M
Participants882
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRINNELL MUTUAL RETIREMENT PLAN

TraditionalDB

Assets$71.9M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRINNELL MUTUAL REINSURANCE COMPANY, SI WELFARE BENEFIT PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$11.3M
Covered lives714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN401k$151.7M8822024
002GRINNELL MUTUAL RETIREMENT PLANTraditionalDB$71.9M3632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRINNELL MUTUAL REINSURANCE COMPANY, SI WELFARE BENEFIT PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$11.3M7142025
Retirement plans
Welfare plans
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