Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$191K
- Life$94K
- Short-term disability$94K
- Long-term disability$94K
- Other$94K
- Dental$75K
- +1 more
Sponsor portfolio
BROOKE GROVE FOUNDATION INC.
EIN 52-0634722hospital & health careLatest filing 2024
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$386K premiums
Participants
790
18100 SLADE SCHOOL RD - SANDY SPRING, MD 20860301-388-7204LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $386K premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- SYMETRA LIFE INSURANCE COMPANY50%
- SUN LIFE ASSURANCE COMPANY OF CANADA24%
- UNITED CONCORIDA INSURANCE COMPANY19%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
76%top
- ALLEGEANT LLC76%
- CFA LLC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BROOKE GROVE FOUNDATION RETIREMENT INCOME PLAN
403b
Assets$13.4M
Participants587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BROOKE GROVE FOUNDATION INC. EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$386K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BROOKE GROVE FOUNDATION RETIREMENT INCOME PLAN | 403b | $13.4M | 587 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BROOKE GROVE FOUNDATION INC. EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $386K | 163 | 2024 |
Retirement plans
Welfare plans