2023 Form 5500 filing — Granite Group Insurance Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250731151747NAL0013603426001) for Granite Group Insurance Trust, reported by Granite Group Insurance Trust under EIN 03-0210827 and plan number 501. It reports 869 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250731151747NAL0013603426001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Granite Group Insurance Trust
- EIN
- 03-0210827
- Plan number
- 501
- Location
- Barre, VT
- Participants
- 869
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,457,786
- Total liabilities (EOY)
- $360,013
- Net assets (EOY)
- $3,097,773
- Employer contributions
- $13,660,534
- Participant contributions
- $3,309,243
- Total income / additions
- $17,147,791
- Benefits paid
- $12,884,371
- Administrative expenses
- $2,270,835
- Total expenses
- $15,155,206
- Net increase / (decrease)
- $1,992,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co. | MEDICAL CLAIMS ADM SVCS | $16,703,525 | $0 |
| Nfp Corporate Services | INSURANCE AGENT, BROKER | $0 | $99,154 |
| Anne Houle | KEY EMPLOYEE SALARY | $78,166 | $0 |
| Danielle Doherty | EMPLOYEE SALARY | $69,883 | $0 |
| Granite Group Insurance Trust | CONTRACT ADMINSTRATOR | $0 | $0 |