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  2. GRIMMWAY ENTERPRISES, INC.
Sponsor portfolioTH

GRIMMWAY ENTERPRISES, INC.

EIN 77-0325482-Latest filing 2025
Plans
3
Retirement
1
$76.0M assets
Welfare
2
$4.0M premiums
Participants
4,425
P.O. BOX 81498 - BAKERSFIELD, CA 933801498661-854-6208
Plans on this EIN
3 filings
#002401k-$76.0M - 2,409 part#501Fully Insured-$3.0M - 1,410 lives#502Mixed-$1.0M - 2,164 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 3,574 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$425K
  • Dental$413K
  • Other$186K
Total $1.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • PRINCIPAL LIFE INSURANCE COMPANY42%
  • LIBERTY DENTAL PLAN OF CALIFORNIA, INC.40%
  • AFLAC18%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • GUERRERO SOLIS JR57%
  • SHANTELL CLARK40%
  • COLE & COLE INSURANCE SERVICES LLC5%
  • KEVIN CURTIS5%
  • MINERVA FLORES2%
  • +3 more
Total $26K8 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

GRIMMWAY ENTERPRISES 401(K) PLAN

401k

Assets$76.0M
Participants2,409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRIMMWAY ENTERPRISES, INC. ADMINISTRATIVE GROUP WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.0M
Covered lives1,410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GRIMMWAY ENTERPRISES, INC. HOURLY WELFARE PLAN

Mixed - LIBERTY DENTAL PLAN OF CALIFORNIA, INC.

Premiums$1.0M
Covered lives2,164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GRIMMWAY ENTERPRISES 401(K) PLAN401k$76.0M2,4092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRIMMWAY ENTERPRISES, INC. ADMINISTRATIVE GROUP WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.0M1,4102024
502GRIMMWAY ENTERPRISES, INC. HOURLY WELFARE PLANMixedLIBERTY DENTAL PLAN OF CALIFORNIA, INC.$1.0M2,1642025
Retirement plans
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