PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BAKER & HOSTETLER LLP
Sponsor portfolio

BAKER & HOSTETLER LLP

EIN 34-0082025-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.21B assets
Welfare
1
$32.0M premiums
Participants
4,896
KEY TOWER, 127 PUBLIC SQUARE, SUITE 2000 - CLEVELAND, OH 44114216-621-0200LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$1.19B - 2,857 part#007CashBalance-$28.7M - 191 part#506Fully Insured-$32.0M - 2,936 lives

Retirement portfolio analytics

2 plans aggregated / $1.21B assets / 3,048 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SUPPLEMENTAL/401K RETIREMENT P... (#002)98%
  • BENEFIT ENHANCEMENT PLAN (#007)2%
Total $1.21BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLEMENTAL/401K RETIREMENT P... (#002)2,857
  • BENEFIT ENHANCEMENT PLAN (#007)191
Total 3,048Click row to drill in

Benefits portfolio analytics

1 plan / $32.0M premiums / 2,936 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$29.3M
  • Prescription drug$1.5M
  • Dental$995K
  • Long-term disability$909K
  • Life$500K
  • Vision$171K
  • +1 more
Total $32.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • COMMUNITY INSURANCE COMPANY87%
  • MEDICAL MUTUAL5%
  • STANDARD INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $32.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • THE JAMES B OSWALD COMPANY50%
  • CBIZ BENEFITS & INSURANCE SERVICES50%
Total $153K2 slices

Plan deep-dives

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

BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN

401k

Assets$1.19B
Participants2,857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

BAKER & HOSTETLER RETIREMENT BENEFIT ENHANCEMENT PLAN

CashBalance

Assets$28.7M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

BAKER & HOSTETLER LLP HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$32.0M
Covered lives2,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN401k$1.19B2,8572024
007BAKER & HOSTETLER RETIREMENT BENEFIT ENHANCEMENT PLANCashBalance$28.7M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506BAKER & HOSTETLER LLP HEALTH AND WELFARE BENEFITS PLANFully InsuredCOMMUNITY INSURANCE COMPANY$32.0M2,9362024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica