PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE CLEARING, INC.
Sponsor portfolio

THE CLEARING, INC.

EIN 26-1287688-management consulting-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.3M premiums
Participants
199
1250 CONNECTICUT AVENUE NORTHWEST S - WASHINGTON, DC 20036202-558-6499LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$8.0M - 98 part#501Fully Insured-$1.3M - 110 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Dental$1.1M
  • Short-term disability$57K
  • Long-term disability$31K
  • Life$24K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE CLEARING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$8.0M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CLEARING, INC. HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.3M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CLEARING, INC. 401(K) PROFIT SHARING PLAN401k$8.0M982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CLEARING, INC. HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.3M1102024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica