Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolioTH
GREYLOCK FEDERAL CREDIT UNION
EIN 04-2230576bankingLatest filing 2025
Plans
3
Retirement
2
$75.6M assets
Welfare
1
$4.4M premiums
Participants
933
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $75.6M assets / 663 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.4M premiums / 409 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Prescription drug$4.1M
- Other$212K
- Life$175K
- Short-term disability$175K
- Long-term disability$175K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- VISION SERVICE PLAN1%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREYLOCK 401(K) PLAN
401k
Assets$41.1M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREYLOCK PENSION PLAN
MoneyPurchase
Assets$34.5M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
GREYLOCK EMPLOYEE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$4.4M
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREYLOCK 401(K) PLAN | 401k | $41.1M | 331 | 2025 | |
| 001 | GREYLOCK PENSION PLAN | MoneyPurchase | $34.5M | 332 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | GREYLOCK EMPLOYEE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $4.4M | 409 | 2025 |
Retirement plans
Welfare plans