PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GREATAMERICA FINANCIAL SERVICES CORPORATION
Sponsor portfolioTH

GREATAMERICA FINANCIAL SERVICES CORPORATION

EIN 42-1425592-Latest filing 2025
Plans
2
Retirement
1
$178.6M assets
Welfare
1
$709K premiums
Participants
1,681
625 1ST STREET SOUTHEAST, SUITE 800 - CEDAR RAPIDS, IA 52401319-261-4346
Plans on this EIN
2 filings
#001401k-$178.6M - 910 part#501Mixed-$709K - 761 lives

Benefits portfolio analytics

1 plan / $709K premiums / 761 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$444K
  • Life$426K
  • Long-term disability$426K
  • Stop-loss$174K
  • Vision$91K
Total $709K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA60%
  • BLUE CROSS OF CALIFORNIA24%
  • VISION SERVICE PLAN13%
  • MERCY MEDICAL CENTER DBA MERCY EAP SERVICE3%
Total $709K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HOLMES MURPHY & ASSOCIATES95%
  • AVANT SPECIALTY BENEFITS LLC5%
  • IMG0%
Total $183K3 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

GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$178.6M
Participants910
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREATAMERICA FINANCIAL SERVICES CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$709K
Covered lives761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN401k$178.6M9102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREATAMERICA FINANCIAL SERVICES CORPORATION EMPLOYEE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$709K7612025
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