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  2. GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Sponsor portfolio

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

EIN 04-2691242-Latest filing 2025
Plans
2
Retirement
1
$178.2M assets
Welfare
1
$8.5M premiums
Participants
868
53 STATE STREET, STE 3300 - BOSTON, MA 02109617-330-7500
Plans on this EIN
2 filings
#001401k-$178.2M - 500 part#503Fully Insured-$8.5M - 1,134 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 1,134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.9M
  • Prescription drug$7.9M
  • Dental$526K
  • Long-term disability$72K
  • Life$59K
  • Other$59K
Total $8.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Total $8.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $154K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GMO 401(K) PROFIT SHARING PLAN

401k

Assets$178.2M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GRANTHAM MAYO VAN OTTERLOO & CO LLC BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$8.5M
Covered lives1,134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GMO 401(K) PROFIT SHARING PLAN401k$178.2M5002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GRANTHAM MAYO VAN OTTERLOO & CO LLC BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$8.5M1,1342025
Retirement plans
Welfare plans
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