Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$87K
- Life$29K
- Other$29K
- Long-term disability$28K
Filings through .
Cleveland Research Company, LLC
EIN 20-4642986researchLatest filing 2025
Plans
4
Retirement
1
$35.6M assets
Health & Benefits
3
$143K premiums
Participants
152
1375 EAST 9TH STREET, SUITE 2700 - CLEVELAND, OH 44114216-649-7255clevelandresearch.comLinkedIn51-200 employeesresearch
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $143K premiums / 362 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN
401(k)
Assets$35.6M
Participants152
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLEVELAND RESEARCH COMPANY HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$87K
Covered lives108
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
CLEVELAND RESEARCH COMPANY LIFE AND AD&D PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$29K
Covered lives127
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
CLEVELAND RESEARCH COMPANY LTD PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$28K
Covered lives127
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | 401(k) | $35.6M | 152 | 2025 |
- #001 · 401(k) · 2025152
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CLEVELAND RESEARCH COMPANY HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $87K | 108 | 2025 |
| #502 | CLEVELAND RESEARCH COMPANY LIFE AND AD&D PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $29K | 127 | 2025 |
| #503 | CLEVELAND RESEARCH COMPANY LTD PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $28K | 127 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025108
- #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025127
- #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025127
Retirement plans
Health & Benefits plans