Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$141K
- Dental$121K
- Vision$121K
- Life$114K
- +2 more
Sponsor portfolio
GRUBB MANAGEMENT, LLC
EIN 56-1758296Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$1.7M premiums
Participants
665
4601 PARK ROAD, SUITE 450 - CHARLOTTE, NC 28209704-405-5151
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 332 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- EMPLOYEE NETWORK, INC.0%
Broker market share
Schedule A broker compensation
76%top
- LOCKTON COMPANIES, LLC76%
- NFP INSURANCE SERVICES INC22%
- WORTHAM SAN ANTONIO INC1%
- JENNY AYERS1%
- JEANETTE ANDREWS0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRUBB MANAGEMENT, LLC 401(K) PS PLAN
401k
Assets$25.7M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GRUBB MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRUBB MANAGEMENT, LLC 401(K) PS PLAN | 401k | $25.7M | 316 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GRUBB MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.7M | 332 | 2025 |
Retirement plans
Welfare plans