How big is Granite Group Insurance Trust's plan?

Granite Group Insurance Trust's plan reported $3.5M in assets and 585 participants for 2023.

Original filing (PDF)20250731151747NAL0013603426001

Granite Group Insurance Trust

Name: Granite Group Insurance Trust — Form 5500 (2023)
Creator: Granite Group Insurance Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Health & welfare plan · Granite Group Insurance Trust held $3.5M in plan assets for 585 participants in 2023.

Signals · 2

31% in single holding~48735 bps in Sched C fees

Active participants

585

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.1M

People on this filing

Anne Houle signed Granite Group Insurance Trust's 2023 Form 5500 as plan administrator.

Anne Houle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Granite Group Insurance Trust's EIN is 03-0210827.

EIN 03-0210827

Plan number 501

Plan year 2023

ACK ID 20250731151747NAL0013603426001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Granite Group Insurance Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Granite Group Insurance Trust's plan includes health coverage, life insurance, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANITE GROUP INSURANCE TRUST.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).

Plan sponsor

Name

GRANITE GROUP INSURANCE TRUST

EIN

all filings

Address

PO BOX 345 · BARRE, VT · 05641

Phone

(802) 476-3291

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-31

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4C · Supplemental unemployment

4E · Vision

4F · Temporary disability (accident and sickness)

Audit & trust (Schedule H)

Auditor

MC SOLEY MCCOY & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP CORPORATE SERVICES	51-0434666	NEW YORK, NY	INSURANCE AGENT, BROKER	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
GRANITE GROUP INSURANCE TRUST	03-0210827	BARRE, VT	CONTRACT ADMINSTRATOR	$0

Investments

26 direct securities· $3.4M(99% of reported assets)

Other securities

$1.2M

12 holdings

Other

$1.1M

1 holding

Cash / Money Market

$615K

3 holdings

Mutual Funds

$345K

7 holdings

Common Collective Trusts

$211K

3 holdings

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$1.1M	31.1%
Federated Hermes Trust Money Market Account	Cash / Money Market	—	$438K	$438K	12.7%
Bridge Builder Core Plus Bond Mutual Fund 8,983 shares	Other securities	—	$377K	$371K	10.7%
iShares Core US Aggregate Bond Mutual Fund 416 shares	Other securities	—	$192K	$190K	5.5%
Edward Jones Money Market Funds Money Market Account	Cash / Money Market	—	$150K	$150K	4.4%
Vanguard S&P 500 ETF Mutual Fund 219 shares	Common Collective Trusts	—	$104K	$117K	3.4%
Bridge Builder INTL Equity Mutual Fund 1,862 shares	Other securities	—	$95K	$108K	3.1%
Bridge Builder Large Growth Mutual Fund 1,173 shares	Other securities	—	$77K	$93K	2.7%
Bridge Builder Large Value Mutual Fund 1,744 shares	Other securities	—	$82K	$91K	2.6%
Bridge Builder Core Bond Mutual Fund 2,977 shares	Other securities	—	$90K	$88K	2.5%
Vanguard Index Growth Mutual Fund 59 shares	Mutual Funds	—	$58K	$78K	2.2%
Vanguard Index Trust Large Cap Mutual Fund 79 shares	Common Collective Trusts	—	$58K	$76K	2.2%
Vanguard Index Value Mutual Fund 83 shares	Mutual Funds	—	$61K	$73K	2.1%
Vanguard FTSE Developed Markets Mutual Fund 485 shares	Mutual Funds	—	$60K	$69K	2.0%
Vanguard Mid Cap ETF Mutual Fund 37 shares	Mutual Funds	—	$50K	$56K	1.6%
Bridge Builder Small/Mid Value Mutual Fund 911 shares	Other securities	—	$48K	$56K	1.6%
Bridge Builder Small/Mid Value Growth Mutual Fund 892 shares	Other securities	—	$50K	$54K	1.6%
JP Morgan Emerging Markets Mutual Fund 258 shares	Other securities	—	$33K	$37K	1.1%
TCW Emerging Markets Mutual Fund 1,259 shares	Other securities	—	$36K	$36K	1.0%
Federated Hermes Institutional Mutual Fund 909 shares	Other securities	—	$34K	$35K	1.0%
American Capital World Bond Mutual Fund 461 shares	Other securities	—	$34K	$35K	1.0%
Vanguard Emerging Market Mutual Fund 535 shares	Mutual Funds	—	$34K	$35K	1.0%
Goldman Sachs Financial Square Govt Money Market Account	Cash / Money Market	—	$26K	$26K	0.8%
Vanguard Index Trust Small Cap Mutual Fund 20 shares	Common Collective Trusts	—	$15K	$19K	0.5%
Eaton Vance Income of Boston Cl Mutual Fund 2,318 shares	Mutual Funds	—	$18K	$18K	0.5%
Invesco International Small-Mid Mutual Fund 90 shares	Mutual Funds	—	$17K	$17K	0.5%

1–26 of 26

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$521K BlackRock / iShares$190K JPMorgan$37K Goldman Sachs$26K Eaton Vance / Calvert$18K Dimensional / DFA$18K Invesco$17K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CIGNA HEALTH AND LIFE INSURANCE CO.	59-1031071	PITTSBURGH, PA	MEDICAL CLAIMS ADM SVCS	$16.7M	—
ANNE HOULE	03-0210827	BARRE, VT	KEY EMPLOYEE SALARY	$78K	—
DANIELLE DOHERTY	03-0210827	BARRE, VT	EMPLOYEE SALARY	$70K	—