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Sponsor portfolio

GREENSKY, LLC

EIN 20-4797123-financial services-Latest filing 2025
Plans
2
Retirement
1
$47.7M assets
Welfare
1
$13.2M premiums
Participants
2,000
5565 GLENRIDGE CONNECTOR, SUITE 700 - ATLANTA, GA 30342678-264-6105greensky.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$47.7M - 1,183 part#501Fully Insured-$13.2M - 1,500 lives

Benefits portfolio analytics

1 plan / $13.2M premiums / 1,500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.4M
  • Dental$11.4M
  • Vision$11.4M
  • Prescription drug$11.4M
  • Other$1.8M
  • Life$1.6M
  • +2 more
Total $13.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • AFLAC1%
  • TRANSCARENT0%
Total $13.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $556K1 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

GREENSKY TRADE CREDIT, LLC 401(K) PLAN

401k

Assets$47.7M
Participants1,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREENSKY, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$13.2M
Covered lives1,500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREENSKY TRADE CREDIT, LLC 401(K) PLAN401k$47.7M1,1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREENSKY, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$13.2M1,5002025
Retirement plans
Welfare plans
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