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Sponsor portfolioTH

GROVE BANK & TRUST

EIN 59-0199400-financial services-Latest filing 2025
Plans
5
Retirement
1
$9.6M assets
Welfare
4
$95K premiums
Participants
619
2701 SOUTH BAYSHORE DRIVE - MIAMI, FL 33133305-860-2741grovebankandtrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
5 filings
#003401k-$9.6M - 151 part#504Fully Insured-$36K - 111 lives#501Fully Insured-$28K - 111 lives#503Fully Insured-$24K - 111 lives#502Fully Insured-$7K - 111 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $95K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

GROVE BANK & TRUST 401(K) PROFIT SHARING PLAN

401k

Assets$9.6M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GROVE BANK & TRUST LTD PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$36K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROVE BANK & TRUST LIFE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$28K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROVE BANK & TRUST STD PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$24K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROVE BANK & TRUST AD&D PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$7K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003GROVE BANK & TRUST 401(K) PROFIT SHARING PLAN401k$9.6M1512024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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