Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$126K
- Vision$126K
- Life$126K
- Long-term disability$126K
- +1 more
Sponsor portfolio
THE GREENTREE GROUP, INC.
EIN 31-1369924information technology and servicesLatest filing 2024
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$1.5M premiums
Participants
378
1360 TECHNOLOGY COURT, SUITE 100 - BEAVERCREEK, OH 45430937-490-5515greentreegroup.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- COMMUNITY INSURANCE COMPANY91%
- PRINCIPAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
86%top
- HYLANT GROUP INC86%
- CENTRO BENEFITS RESEARCH LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GREENTREE GROUP, INC. PROFIT SHARING PLAN
401k
Assets$13.9M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE GREENTREE GROUP
Mixed - COMMUNITY INSURANCE COMPANY
Premiums$1.5M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GREENTREE GROUP, INC. PROFIT SHARING PLAN | 401k | $13.9M | 214 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE GREENTREE GROUP | Mixed | COMMUNITY INSURANCE COMPANY | $1.5M | 270 | 2024 |
Retirement plans
Welfare plans