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Sponsor portfolioTH

GRADY-WHITE BOATS, INC.

EIN 56-1285137-maritime-Latest filing 2025
Plans
2
Retirement
1
$45.5M assets
Welfare
1
$213K premiums
Participants
739
5121 MARTIN LUTHER KING JR. HWY - GREENVILLE, NC 278341527252-752-2111gradywhite.comLinkedIn201-500 employeesmaritime
Plans on this EIN
2 filings
#002401k-$45.5M - 419 part#502Mixed-$213K - 435 lives

Benefits portfolio analytics

1 plan / $213K premiums / 435 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$189K
  • Long-term disability$189K
  • Life$24K
  • Other$24K
Total $213K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • METROPOLITAN LIFE INSURANCE COMPANY89%
  • USABLE LIFE11%
Total $213K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • FIRST NATIONAL INSURANCE AGENCY76%
  • JEFFCOAT & JEFFCOAT LLC17%
  • MOSAIC GROUP SERVICES6%
Total $20K3 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

GRADY-WHITE BOATS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$45.5M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GRADY-WHITE BOATS EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$213K
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GRADY-WHITE BOATS, INC. RETIREMENT SAVINGS PLAN401k$45.5M4192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GRADY-WHITE BOATS EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$213K4352025
Retirement plans
Welfare plans
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