PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Grove Bank & Trust
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Grove Bank & Trust

EIN 59-0199400-financial services-Latest filing 2025
Plans
5
Retirement
1
$11.0M assets
Health & Benefits
4
$95K premiums
Participants
626
2701 SOUTH BAYSHORE DRIVE - MIAMI, FL 33133305-860-2741grovebankandtrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
5 filings
#003401(k)-$11.0M - 158 part#504Fully insured-$36K - 111 lives#501Fully insured-$28K - 111 lives#503Fully insured-$24K - 111 lives#502Fully insured-$7K - 111 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Benefits portfolio analytics

4 plans / $95K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$36K
  • Life$28K
  • Short-term disability$24K
  • Other$7K
Total $95K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

GROVE BANK & TRUST 401(K) PROFIT SHARING PLAN

401(k)

Assets$11.0M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

GROVE BANK & TRUST LTD PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$36K
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

GROVE BANK & TRUST LIFE PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$28K
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

GROVE BANK & TRUST STD PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$24K
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

GROVE BANK & TRUST AD&D PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$7K
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003GROVE BANK & TRUST 401(K) PROFIT SHARING PLAN401(k)$11.0M1582025
  • GROVE BANK & TRUST 401(K) PROFIT SHARING PLAN$11.0M
    #003 · 401(k) · 2025158

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504GROVE BANK & TRUST LTD PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$36K1112025
#501GROVE BANK & TRUST LIFE PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$28K1112025
#503GROVE BANK & TRUST STD PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$24K1112025
#502GROVE BANK & TRUST AD&D PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$7K1112025
  • GROVE BANK & TRUST LTD PLAN$36K
    #504 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025111
  • GROVE BANK & TRUST LIFE PLAN$28K
    #501 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025111
  • GROVE BANK & TRUST STD PLAN$24K
    #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025111
  • GROVE BANK & TRUST AD&D PLAN$7K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025111
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica