How big is GRBM Insurance's plan?

GRBM Insurance's plan reported $857K in assets and 6 participants for 2025.

Original filing (PDF)20260408082159NAL0013332256001

GRBM Insurance

Name: GRBM Insurance — GRBM Insurance 401(k) Plan, Form 5500 (2025)
Creator: GRBM Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GRBM Insurance 401(k) Plan

401(k) retirement plan · GRBM Insurance's GRBM Insurance 401(k) Plan held $857K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

People on this filing

Gary McCarthy signed GRBM Insurance's 2025 Form 5500 as plan administrator.

Gary McCarthy — 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

GRBM Insurance's EIN is 14-1668228.

EIN 14-1668228

Plan number 001

Plan year 2025

ACK ID 20260408082159NAL0013332256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for GRBM Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

GRBM Insurance's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GRBM INSURANCE

EIN

all filings

Address

39 OLD DOANSBURG RD. · BREWSTER, NY · 10509

Phone

(860) 355-8759

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator