PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALFEE HALTER & GRISWOLD LLP
Sponsor portfolio

CALFEE HALTER & GRISWOLD LLP

EIN 34-0732302-law practice-Latest filing 2025
Plans
4
Retirement
3
$226.9M assets
Welfare
1
$530K premiums
Participants
762
1405 EAST SIXTH ST - CLEVELAND, OH 441141607216-622-8200calfee.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$209.0M - 355 part#003CashBalance-$13.5M - 74 part#002401k-$4.4M - 82 part#509Mixed-$530K - 231 lives

Retirement portfolio analytics

3 plans aggregated / $226.9M assets / 511 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • TRUST AND PLAN (#001)92%
  • TRUST AND PLAN (#003)6%
  • TRUST AND PLAN (#002)2%
Total $226.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUST AND PLAN (#001)355
  • TRUST AND PLAN (#002)82
  • TRUST AND PLAN (#003)74
Total 511Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
Total $530K2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • MASTER UNUM ENROLL44%
Total $32K2 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

CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN

401k

Assets$209.0M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

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

CashBalance

Assets$13.5M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN

401k

Assets$4.4M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

CALFEE HALTER & GRISWOLD LLP WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$530K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN401k$209.0M3552024
003CALFEE, HALTER & GRISWOLD LLP CASH BALANCE PENSION TRUST AND PLANCashBalance$13.5M742025
002CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN401k$4.4M822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509CALFEE HALTER & GRISWOLD LLP WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$530K2312025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica