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  2. Calfee Halter & Griswold, LLP
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Filings through Oct 24, 2026.

Calfee Halter & Griswold, LLP

EIN 34-0732302-law practice-Latest filing 2025
Plans
4
Retirement
3
$245.5M assets
Health & Benefits
1
$530K premiums
Participants
757
1405 EAST SIXTH STREET - CLEVELAND, OH 44114216-622-8200calfee.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401(k)-$227.6M - 348 part#003Cash balance-$13.5M - 74 part#002401(k)-$4.4M - 84 part#509Mixed-$530K - 231 lives

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

Retirement portfolio analytics

3 plans aggregated / $245.5M assets / 506 participants

Assets by plan

Share of aggregate retirement assets

  • TRUST AND PLAN (#001)$227.6M
  • TRUST AND PLAN (#003)$13.5M
  • TRUST AND PLAN (#002)$4.4M
Total $245.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRUST AND PLAN (#001)348
  • TRUST AND PLAN (#002)84
  • TRUST AND PLAN (#003)74
Total 506Select a row to open it

Benefits portfolio analytics

1 plan / $530K premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$344K
  • Dental$185K
  • Vision$185K
Total $530K3 rows
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Plan summaries

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

Retirement#001

CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN

401(k)

Assets$227.6M
Participants348
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CALFEE, HALTER & GRISWOLD LLP CASH BALANCE PENSION TRUST AND PLAN

Cash balance

Assets$13.5M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN

401(k)

Assets$4.4M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509

CALFEE HALTER & GRISWOLD LLP WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$530K
Covered lives231
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN401(k)$227.6M3482025
#003CALFEE, HALTER & GRISWOLD LLP CASH BALANCE PENSION TRUST AND PLANCash balance$13.5M742025
#002CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN401(k)$4.4M842025
  • CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN$227.6M
    #001 · 401(k) · 2025348
  • CALFEE, HALTER & GRISWOLD LLP CASH BALANCE PENSION TRUST AND PLAN$13.5M
    #003 · Cash balance · 202574
  • CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN$4.4M
    #002 · 401(k) · 202584

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#509CALFEE HALTER & GRISWOLD LLP WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$530K2312025
  • CALFEE HALTER & GRISWOLD LLP WELFARE PLAN$530K
    #509 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025231
Retirement plans
Health & Benefits plans

On this page

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