PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Maloney & Novotny LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Maloney & Novotny LLC

EIN 34-0677006-accounting-Latest filing 2025
Plans
3
Retirement
1
$26.7M assets
Health & Benefits
2
$2.0M premiums
Participants
438
1111 SUPERIOR AVENUE, SUITE 700 - CLEVELAND, OH 44114216-363-0100maloneynovotny.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401(k)-$26.7M - 185 part#502Fully insured-$1.8M - 112 lives#501Mixed-$175K - 141 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $2.0M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$103K
  • Life$73K
  • Long-term disability$73K
  • Other$73K
Total $2.0M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST

401(k)

Assets$26.7M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MALONEY + NOVOTNY LLC GROUP MEDICAL PLAN

Fully insured - MEDICAL MUTUAL OF OHIO

Premiums$1.8M
Covered lives112
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

MALONEY & NOVOTNY LLC GROUP INSURANCE PLAN

Mixed - GUARDIAN

Premiums$175K
Covered lives141
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST401(k)$26.7M1852025
  • MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST$26.7M
    #001 · 401(k) · 2025185

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MALONEY + NOVOTNY LLC GROUP MEDICAL PLANFully insuredMEDICAL MUTUAL OF OHIO$1.8M1122025
#501MALONEY & NOVOTNY LLC GROUP INSURANCE PLANMixedGUARDIAN$175K1412025
  • MALONEY + NOVOTNY LLC GROUP MEDICAL PLAN$1.8M
    #502 · Fully insured · MEDICAL MUTUAL OF OHIO · 2025112
  • MALONEY & NOVOTNY LLC GROUP INSURANCE PLAN$175K
    #501 · Mixed · GUARDIAN · 2025141
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica