Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELAND
EIN 34-0573493Finance and InsuranceLatest filing 2025
Plans
4
Retirement
3
$417.0M assets
Welfare
1
$1.1M premiums
Participants
3,803
7007 BROADWAY AVE - CLEVELAND, OH 441051490216-441-6000
Retirement portfolio analytics
3 plans aggregated / $417.0M assets / 2,754 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 1,524 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$510K
- Long-term disability$510K
- Other$510K
- Dental$454K
- Vision$114K
Carrier market share
Premium dollars by Schedule A carrier
47%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA47%
- DELTA DENTAL OF CALIFORNIA42%
- EYEMED VISION CARE11%
Broker market share
Schedule A broker compensation
52%top
- GCG FINANCIAL LLC52%
- CORPORATE PLANS, LLC27%
- DMC BENEFITS INC21%
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$225.7M
Participants1,127
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 - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.1M
Covered lives1,524
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 | $225.7M | 1,127 | 2025 | |
| 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 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.1M | 1,524 | 2025 |
Retirement plans
Welfare plans