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Sponsor portfolio

GRADY MANAGEMENT, INC.

EIN 52-0810992-real estate-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$3.1M premiums
Participants
654
8630 FENTON STREET, SUITE 625 - SILVER SPRING, MD 20910301-495-1976gradymgt.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$19.1M - 333 part#501Mixed-$3.1M - 410 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.5M
  • Health$2.4M
  • Prescription drug$2.4M
  • Vision$28K
Total $3.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • ANTHEM LIFE INSURANCE COMPANY17%
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.4%
  • EYEMED VISION CARE1%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HILB GROUP OF NEW ENGLAND74%
  • BENEFIT DESIGN GROUP INC26%
Total $99K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GRADY MANAGEMENT, INC. 401(K) SAVINGS PLAN

401k

Assets$19.1M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRADY MANAGEMENT, INC. DENTAL, GROUP LIFE, AD&D, AND HEALTH

Mixed - CAREFIRST BLUECHOICE, INC.

Premiums$3.1M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRADY MANAGEMENT, INC. 401(K) SAVINGS PLAN401k$19.1M3332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRADY MANAGEMENT, INC. DENTAL, GROUP LIFE, AD&D, AND HEALTHMixedCAREFIRST BLUECHOICE, INC.$3.1M4102025
Retirement plans
Welfare plans
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