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Sponsor portfolio

UB GREENSFELDER LLP

EIN 34-0756436-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$191.4M assets
Welfare
2
$3.6M premiums
Participants
1,344
1660 WEST 2ND STREET, SUITE 1100 - CLEVELAND, OH 441131448216-583-7000
Plans on this EIN
3 filings
#001401k-$191.4M - 457 part#510Mixed-$3.6M - 418 lives#001Fully Insured-1 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Vision$2.9M
  • Life$473K
  • Dental$163K
  • Other$107K
  • Long-term disability$92K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITEDHEALTHCARE INSURANCE COMPANY79%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • +1 more
Total $3.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • CBIZ BENEFITS & INSURANCE SERVICES68%
  • LOCKTON COMPANIES, LLC12%
  • LPL FINANCIAL CORP9%
  • CHARLES L CRANE AGENCY CO6%
  • THE JAMES B OSWALD COMPANY4%
  • +1 more
Total $57K6 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

UB GREENSFELDER LLP RETIREMENT/401(K) PLAN

401k

Assets$191.4M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ULMER & BERNE LLP WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

UB GREENSFELDER LLP RETIREMENT/401(K) PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE CO.

Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UB GREENSFELDER LLP RETIREMENT/401(K) PLAN401k$191.4M4572024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ULMER & BERNE LLP WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.6M4182024
001UB GREENSFELDER LLP RETIREMENT/401(K) PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE CO.$012024
Retirement plans
Welfare plans
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