Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$237K
- Vision$237K
- Short-term disability$237K
- Life$64K
- Other$64K
- Long-term disability$56K
Sponsor portfolio
GREEN STREET ADVISORS, LLC, A DELAWARE LIMITED LIABILITY COMPANY
EIN 47-2030941investment bankingLatest filing 2025
Plans
2
Retirement
1
$49.4M assets
Welfare
1
$356K premiums
Participants
629
100 BAYVIEW CIRCLE, SUITE 400 - NEWPORT BEACH, CA 92660949-640-8780LinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $356K premiums / 416 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- PRINCIPAL LIFE INSURANCE COMPANY66%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREEN STREET ADVISORS RETIREMENT SAVINGS PLAN
401k
Assets$49.4M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREEN STREET ADVISORS, LLC HEALTH AND WELFARE PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$356K
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREEN STREET ADVISORS RETIREMENT SAVINGS PLAN | 401k | $49.4M | 383 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREEN STREET ADVISORS, LLC HEALTH AND WELFARE PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $356K | 416 | 2025 |
Retirement plans
Welfare plans