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TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP

EIN 22-3408933-legal services-Latest filing 2025
Plans
3
Retirement
2
$47.3M assets
Welfare
1
$168K premiums
Participants
458
55 FIRST STREET SOUTH - ST.PETERSBURG, FL 33701914-347-2600traublieberman.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#002401k-$39.7M - 223 part#003CashBalance-$7.6M - 88 part#501Fully Insured-$168K - 147 lives

Retirement portfolio analytics

2 plans aggregated / $47.3M assets / 311 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • 401(K) RETIREMENT PLAN (#002)84%
  • CASH BALANCE PLAN (#003)16%
Total $47.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)223
  • CASH BALANCE PLAN (#003)88
Total 311Click row to drill in

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
Total $168K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $168K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • REUBEN WARNER ASSOCIATES, INC.100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN

401k

Assets$39.7M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TRAUB LIEBERMAN STRAUS & SHREWSBERRY CASH BALANCE PLAN

CashBalance

Assets$7.6M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRAUB LIEBERMAN STRAUS & SHREWSBERRY HEALTH LIFE AND DISABILITY PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$168K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN401k$39.7M2232024
003TRAUB LIEBERMAN STRAUS & SHREWSBERRY CASH BALANCE PLANCashBalance$7.6M882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRAUB LIEBERMAN STRAUS & SHREWSBERRY HEALTH LIFE AND DISABILITY PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$168K1472025
Retirement plans
Welfare plans
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