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  2. JOHN C. GRIMBERG COMPANY, INC.
Sponsor portfolio

JOHN C. GRIMBERG COMPANY, INC.

EIN 52-0655642-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$3.3M premiums
Participants
249
3200 TOWER OAKS BLVD STE 300 - ROCKVILLE, MD 208524216301-881-5120grimberg.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$22.3M - 136 part#501Fully Insured-$3.3M - 364 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 364 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Vision$3.2M
  • Prescription drug$3.2M
  • Life$95K
  • Long-term disability$95K
  • Other$95K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • POTOMAC BASIN GROUP ASSOC LLC8%
  • ENROLLEASE7%
Total $175K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN C. GRIMBERG CO. INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$22.3M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN C. GRIMBERG COMPANY, INC. WELFARE BENEFIT PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$3.3M
Covered lives364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOHN C. GRIMBERG CO. INC. 401(K) RETIREMENT SAVINGS PLAN401k$22.3M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN C. GRIMBERG COMPANY, INC. WELFARE BENEFIT PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$3.3M3642025
Retirement plans
Welfare plans
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