PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. GREENBERG TRAURIG, PA
Sponsor portfolio

GREENBERG TRAURIG, PA

EIN 59-1270754-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$1.64B assets
Welfare
1
$14.4M premiums
Participants
11,259
8400 NW 36TH STREET, STE 400 - DORAL, FL 33166305-579-0840
Plans on this EIN
2 filings
#004401k-$1.64B - 5,543 part#508Fully Insured-$14.4M - 6,454 lives

Benefits portfolio analytics

1 plan / $14.4M premiums / 6,454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.1M
  • Short-term disability$5.9M
  • Life$5.7M
  • Long-term disability$5.7M
  • Health$4.6M
  • Dental$3.4M
  • +3 more
Total $14.4M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY24%
  • UNITED STATES FIRE INSURANCE COMPANY21%
  • MVP HEALTH CARE4%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • +1 more
Total $14.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • EDGEWOOD PARTNERS INSURANCE CENTER53%
  • ROBERT D MORONI32%
  • ALLIANT INSURANCE SERVICES, INC.15%
Total $266K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

GREENBERG TRAURIG 401(K) PLAN

401k

Assets$1.64B
Participants5,543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

GREENBERG TRAURIG, P.A. HEALTH AND WELFARE WRAPAROUND PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$14.4M
Covered lives6,454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004GREENBERG TRAURIG 401(K) PLAN401k$1.64B5,5432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508GREENBERG TRAURIG, P.A. HEALTH AND WELFARE WRAPAROUND PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$14.4M6,4542024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica