Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$87K
- Life$29K
- Other$29K
- Long-term disability$28K
Sponsor portfolio
CLEVELAND RESEARCH COMPANY, LLC
EIN 20-4642986researchLatest filing 2025
Plans
4
Retirement
1
$28.8M assets
Welfare
3
$143K premiums
Participants
145
1375 EAST 9TH STREET, SUITE 2700 - CLEVELAND, OH 44114216-649-7255clevelandresearch.comLinkedIn51-200 employeesresearch
Benefits portfolio analytics
3 plans / $143K premiums / 362 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY61%
- UNUM LIFE INSURANCE COMPANY OF AMERICA39%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN
401k
Assets$28.8M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEVELAND RESEARCH COMPANY HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$87K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CLEVELAND RESEARCH COMPANY LIFE AND AD&D PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$29K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CLEVELAND RESEARCH COMPANY LTD PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$28K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | 401k | $28.8M | 145 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans