Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TUCKER ELLIS LLP
EIN 20-0073899law practiceLatest filing 2024
Plans
3
Retirement
2
$161.4M assets
Welfare
1
$5.7M premiums
Participants
1,053
950 MAIN AVENUE, SUITE 1100 - CLEVELAND, OH 441137213216-696-3738tuckerellis.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $161.4M assets / 604 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.7M premiums / 823 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Dental$326K
- Life$226K
- Long-term disability$180K
- Vision$55K
- Other$36K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- DELTA DENTAL OF CALIFORNIA6%
- KAISER FOUNDATION HEALTH PLAN INC3%
- VISION SERVICE PLAN1%
- +1 more
Broker market share
Schedule A broker compensation
78%top
- CENTRO BENEFITS RESEARCH LLC78%
- THE JAMES B OSWALD COMPANY22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN
401k
Assets$128.8M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN
401k
Assets$32.7M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TUCKER ELLIS LLP WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$5.7M
Covered lives823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | 401k | $128.8M | 405 | 2024 | |
| 002 | TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN | 401k | $32.7M | 199 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TUCKER ELLIS LLP WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $5.7M | 823 | 2024 |
Retirement plans
Welfare plans