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  2. GREENMAN-PEDERSEN, INC.
Sponsor portfolio

GREENMAN-PEDERSEN, INC.

EIN 11-2537074-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$650.4M assets
Welfare
1
$4.4M premiums
Participants
5,342
325 WEST MAIN STREET - BABYLON, NY 11702631-587-5060
Plans on this EIN
3 filings
#002401k-$396.0M - 2,015 part#003ESOP-$254.4M - 1,947 part#501Mixed-$4.4M - 1,640 lives

Retirement portfolio analytics

2 plans aggregated / $650.4M assets / 3,962 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#002)61%
  • EMPLOYEE STOCK OWNERSHIP (#003)39%
Total $650.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • THE VANGUARD GROUP, INC.61%
  • (Not disclosed)39%
Total $650.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)2,015
  • EMPLOYEE STOCK OWNERSHIP (#003)1,947
Total 3,962Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 1,640 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.3M
  • Life$3.3M
  • Short-term disability$3.3M
  • Long-term disability$3.3M
  • Other$3.3M
  • Health$1.1M
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA75%
  • INDEPENDENT HEALTH18%
  • MVP HEALTH CARE7%
  • UPMC HEALTH OPTIONS0%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • DONALD C SAVOY INC84%
  • PCF INSURANCE SERVICES OF THE WEST12%
  • GCG FINANCIAL LLC3%
Total $100K3 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

GREENMAN-PEDERSEN, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$396.0M
Participants2,015
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GREENMAN-PEDERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$254.4M
Participants1,947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREENMAN-PEDERSEN, INC. HEALTH INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.4M
Covered lives1,640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GREENMAN-PEDERSEN, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$396.0M2,0152024
003GREENMAN-PEDERSEN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$254.4M1,9472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREENMAN-PEDERSEN, INC. HEALTH INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4.4M1,6402024
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