PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GRAND HOMES ORGANIZATION, LLC DBA GRAND HOMES
Sponsor portfolio

GRAND HOMES ORGANIZATION, LLC DBA GRAND HOMES

EIN 82-4365569-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$1.8M premiums
Participants
445
15455 DALLAS PKWY STE 1000 - ADDISON, TX 75001972-750-6228
Plans on this EIN
2 filings
#001401k-$15.3M - 231 part#501Fully Insured-$1.8M - 212 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Other$86K
  • Vision$45K
  • Life$41K
  • Long-term disability$39K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $120K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GRAND HOMES ORGANIZATION, LLC 401(K) PLAN

401k

Assets$15.3M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRAND HOMES ORGANIZATION, LLC WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.8M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRAND HOMES ORGANIZATION, LLC 401(K) PLAN401k$15.3M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRAND HOMES ORGANIZATION, LLC WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$1.8M2122025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica