Assets by plan
Share of aggregate retirement assets
Filings through .
Traub Lieberman Straus & Shrewsberry LLP
EIN 22-3408933legal servicesLatest filing 2025
Plans
3
Retirement
2
$54.0M assets
Health & Benefits
1
$168K premiums
Participants
447
55 1ST STREET SOUTH - ST PETERSBURG, FL 337013995914-347-2600traublieberman.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $54.0M assets / 300 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $168K premiums / 147 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$168K
- Other$168K
- Short-term disability$159K
- Long-term disability$159K
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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#002
TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN
401(k)
Assets$46.4M
Participants212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TRAUB LIEBERMAN STRAUS & SHREWSBERRY CASH BALANCE PLAN
Cash balance
Assets$7.6M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TRAUB LIEBERMAN STRAUS & SHREWSBERRY HEALTH LIFE AND DISABILITY PLAN
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$168K
Covered lives147
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN | 401(k) | $46.4M | 212 | 2025 |
| #003 | TRAUB LIEBERMAN STRAUS & SHREWSBERRY CASH BALANCE PLAN | Cash balance | $7.6M | 88 | 2025 |
- #002 · 401(k) · 2025212
- #003 · Cash balance · 202588
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TRAUB LIEBERMAN STRAUS & SHREWSBERRY HEALTH LIFE AND DISABILITY PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $168K | 147 | 2025 |
- #501 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2025147
Retirement plans
Health & Benefits plans