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TAFT STETTINIUS & HOLLISTER LLP

EIN 31-0541755-law practice-Latest filing 2025
Plans
4
Retirement
2
$892.9M assets
Welfare
2
$6.1M premiums
Participants
4,297
425 WALNUT STREET, SUITE 1800 - CINCINNATI, OH 45202513-381-2838taftlaw.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
4 filings
#004401k-$848.9M - 1,854 part#012CashBalance-$44.0M - 471 part#510Mixed-$5.9M - 2,891 lives#516Mixed-$225K - 139 lives

Retirement portfolio analytics

2 plans aggregated / $892.9M assets / 2,325 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • & RETIREMENT PLAN (#004)95%
  • PLAN FOR PARTNERS (#012)5%
Total $892.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • MORGAN STANLEY SMITH BARNEY95%
  • (Not disclosed)5%
Total $892.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#004)1,854
  • PLAN FOR PARTNERS (#012)471
Total 2,325Click row to drill in

Benefits portfolio analytics

2 plans / $6.1M premiums / 3,030 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$4.4M
  • Other$3.2M
  • Life$3.0M
  • Dental$1.1M
  • Vision$151K
Total $5.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • STANDARD INSURANCE COMPANY72%
  • DELTA DENTAL OF CALIFORNIA18%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $5.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • DANNY S. DONLEY44%
  • SPECTRUM SOURCE BROKERAGE26%
  • GALLAGHER BENEFIT SERVICES, INC.19%
  • CHRISTOPHER A. BUSSEY7%
  • BRIAN L. HETTMANSPERGER SR.3%
  • +3 more
Total $742K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN

401k

Assets$848.9M
Participants1,854
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS

CashBalance

Assets$44.0M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TAFT STETTINIUS & HOLLISTER LLP HEALTH AND WELFARE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$5.9M
Covered lives2,891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN

Mixed - COMPANION LIFE

Premiums$225K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN401k$848.9M1,8542024
012TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERSCashBalance$44.0M4712024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TAFT STETTINIUS & HOLLISTER LLP HEALTH AND WELFARE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$5.9M2,8912025
516JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLANMixedCOMPANION LIFE$225K1392024
Retirement plans
Welfare plans
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