Plan5500

Grange Holdings, Inc. Retirement Income Plan — Form 5500 plan (Grange Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Grange Holdings, Inc. Retirement Income Plan is a benefit plan reported by Grange Holdings, Inc. under EIN 83-2949300 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $110,943,808 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$110.9MPlan net assets, end of year$110,943,808
Participants489Covered participants reported
Assets / participant$226.9KComputed: assets ÷ participants$226,879 (computed)
Provider compensation$173.5K4 Schedule C provider row(s)$173,492
Plan sponsor
Grange Holdings, Inc.
EIN
83-2949300
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    489 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$110.9M total assets
Net assets$110.9MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$9.4M
Benefits paid / distributions$9.2M
Full reported line items

Net assets

Total assets (EOY)
$110,943,808
Total liabilities (EOY)
$0
Net assets (EOY)
$110,943,808
Net assets (BOY)
$112,430,831

Income & contributions

Total contributions
$0
Total income / additions
$7,904,073

Expenses & distributions

Benefits paid
$9,181,940
Administrative expenses
$209,156
Total expenses
$9,391,096
Net increase / (decrease)
-$1,487,023
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income116%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Legal & General Investment$120.5K
    NONE · Direct $120.5K
  2. 2
    Ubs Global Asset Management$29.9K
    NONE · Direct $29.9K
  3. 3
    Axiom International Investors$17.3K
    NONE · Direct $17.3K
  4. 4
    Northern Trust Company$5.8K
    NONE · Direct $5.8K

What to inspect next

Frequently asked questions

Who sponsors the Grange Holdings, Inc. Retirement Income Plan?
Grange Holdings, Inc. Retirement Income Plan is reported as sponsored by Grange Holdings, Inc. (EIN 83-2949300, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Grange Holdings, Inc. Retirement Income Plan?
The latest Form 5500 filing year loaded for Grange Holdings, Inc. Retirement Income Plan is 2023.
How many participants does Grange Holdings, Inc. Retirement Income Plan report?
Grange Holdings, Inc. Retirement Income Plan reports 489 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Grange Holdings, Inc. Retirement Income Plan?
Grange Holdings, Inc. Retirement Income Plan reports $110,943,808 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages