PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GREENSTATE CREDIT UNION
Sponsor portfolio

GREENSTATE CREDIT UNION

EIN 42-0804594-financial services-Latest filing 2025
Plans
2
Retirement
1
$154.3M assets
Welfare
1
$497K premiums
Participants
2,219
2355 LANDON ROAD - NORTH LIBERTY, IA 523176508319-341-2106uiccu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$154.3M - 1,170 part#520Mixed-$497K - 1,011 lives

Benefits portfolio analytics

1 plan / $497K premiums / 1,011 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$376K
  • Long-term disability$376K
  • Other$376K
  • Vision$121K
Total $497K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY76%
  • VISION SERVICE PLAN24%
Total $497K2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • TRUENORTH COMPANIES LC62%
  • TRUE NORTH COMPANIES LC38%
Total $32K2 slices

Plan deep-dives

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

GREENSTATE CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$154.3M
Participants1,170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

GREENSTATE CREDIT UNION WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$497K
Covered lives1,011
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREENSTATE CREDIT UNION 401(K) RETIREMENT PLAN401k$154.3M1,1702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520GREENSTATE CREDIT UNION WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$497K1,0112025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica