PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE MCGRAW GROUP OF AFFILIATED COMPANIES
Sponsor portfolio

THE MCGRAW GROUP OF AFFILIATED COMPANIES

EIN 47-2574722-insurance-Latest filing 2025
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$3.8M premiums
Participants
466
5515 E. LA PALMA AVE., STE. 150 - ANAHEIM, CA 92807650-780-4800LinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#004401k-$36.1M - 280 part#501Mixed-$3.8M - 184 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$154K
  • Life$154K
  • Short-term disability$154K
  • Long-term disability$154K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $211K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN

401k

Assets$36.1M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MCGRAW GROUP OF AFFILIATED COMPANIES HEALTH & WELFARE PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$3.8M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN401k$36.1M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MCGRAW GROUP OF AFFILIATED COMPANIES HEALTH & WELFARE PLANMixedBLUE CROSS OF CALIFORNIA$3.8M1842025
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