Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND
EIN 34-0573493Finance and InsuranceLatest filing 2024
Plans
4
Retirement
3
$395.8M assets
Welfare
1
$1.0M premiums
Participants
3,643
7007 BROADWAY AVE - CLEVELAND, OH 441051441216-441-6000
Retirement portfolio analytics
3 plans aggregated / $395.8M assets / 2,720 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 1,530 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$517K
- Long-term disability$517K
- Other$517K
- Dental$427K
- Vision$105K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- MEDMUTUAL LIFE INSURANCE COMPANY49%
- DELTA DENTAL OF CALIFORNIA41%
- EYEMED VISION CARE10%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE PLANS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THIRD FEDERAL 401(K) SAVINGS PLAN
ESOP
Assets$204.6M
Participants1,093
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THIRD FEDERAL SAVINGS ASSOCIATE STOCK OWNERSHIP PLAN
ESOP
Assets$114.2M
Participants1,211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THIRD FEDERAL SAVINGS RETIREMENT PLAN
TraditionalDB
Assets$77.1M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THIRD FEDERAL SAVINGS & LOAN ASSOCIATION OF CLEVELAND HEALTH AND WELFARE PLAN
Mixed - MEDMUTUAL LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives1,530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THIRD FEDERAL 401(K) SAVINGS PLAN | ESOP | $204.6M | 1,093 | 2024 | |
| 004 | THIRD FEDERAL SAVINGS ASSOCIATE STOCK OWNERSHIP PLAN | ESOP | $114.2M | 1,211 | 2024 | |
| 003 | THIRD FEDERAL SAVINGS RETIREMENT PLAN | TraditionalDB | $77.1M | 416 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THIRD FEDERAL SAVINGS & LOAN ASSOCIATION OF CLEVELAND HEALTH AND WELFARE PLAN | Mixed | MEDMUTUAL LIFE INSURANCE COMPANY | $1.0M | 1,530 | 2024 |
Retirement plans
Welfare plans