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  2. GREENWOOD INDUSTRIES, INC.
Sponsor portfolio

GREENWOOD INDUSTRIES, INC.

EIN 04-3165907-construction-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$2.4M premiums
Participants
323
640 LINCOLN STREET - WORCESTER, MA 01605508-865-4040greenwoodindustries.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$11.6M - 163 part#501Fully Insured-$2.4M - 273 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Life$122K
  • Short-term disability$122K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK5%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • AMR BENEFITS MANAGEMENT, LLC72%
  • ROBERT H PETROCELLI28%
Total $59K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GREENWOOD INDUSTRIES 401(K) PROFIT SHARING PLAN

401k

Assets$11.6M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREENWOOD INDUSTRIES GROUP BENEFITS PLAN

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

Premiums$2.4M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GREENWOOD INDUSTRIES 401(K) PROFIT SHARING PLAN401k$11.6M1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREENWOOD INDUSTRIES GROUP BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.4M2732025
Retirement plans
Welfare plans
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