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  2. MALONEY & NOVOTNY LLC
Sponsor portfolio

MALONEY & NOVOTNY LLC

EIN 34-0677006-accounting-Latest filing 2024
Plans
3
Retirement
1
$24.9M assets
Welfare
2
$1.8M premiums
Participants
438
1111 SUPERIOR AVENUE, SUITE 700 - CLEVELAND, OH 44114216-363-0100maloneynovotny.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401k-$24.9M - 182 part#502Fully Insured-$1.6M - 113 lives#501Mixed-$164K - 143 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$97K
  • Life$67K
  • Long-term disability$67K
  • Other$67K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MEDICAL MUTUAL91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • MEDMUTUAL LIFE INSURANCE COMPANY4%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • THE JAMES B OSWALD COMPANY96%
  • CENTRO BENEFITS RESEARCH LLC4%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST

401k

Assets$24.9M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MALONEY + NOVOTNY LLC GROUP MEDICAL PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$1.6M
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MALONEY & NOVOTNY LLC GROUP INSURANCE PLAN

Mixed - GUARDIAN

Premiums$164K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST401k$24.9M1822024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MALONEY + NOVOTNY LLC GROUP MEDICAL PLANFully InsuredMEDICAL MUTUAL OF OHIO$1.6M1132024
501MALONEY & NOVOTNY LLC GROUP INSURANCE PLANMixedGUARDIAN$164K1432024
Retirement plans
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