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Filings through Oct 24, 2026.

Ub Greensfelder LLP

EIN 34-0756436-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$298.9M assets
Health & Benefits
2
$6.5M premiums
Participants
1,825
1660 WEST 2ND STREET, SUITE 1100 - CLEVELAND, OH 441131448216-583-7000
Plans on this EIN
3 filings
#001401(k)-$298.9M - 753 part#510Fully insured-$6.5M - 625 lives#001Fully insured-1 lives

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

Benefits portfolio analytics

2 plans / $6.5M premiums / 626 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Life$387K
  • Dental$286K
  • Long-term disability$210K
  • Other$194K
  • Vision$41K
Total $6.5M6 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

UB GREENSFELDER LLP RETIREMENT/401(K) PLAN

401(k)

Assets$298.9M
Participants753
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

UB GREENSFELDER BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.5M
Covered lives625
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#001

UB GREENSFELDER LLP RETIREMENT/401(K) PLAN

Fully insured - LINCOLN NATIONAL LIFE INSURANCE CO.

Premiums$0
Covered lives1
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UB GREENSFELDER LLP RETIREMENT/401(K) PLAN401(k)$298.9M7532025
  • UB GREENSFELDER LLP RETIREMENT/401(K) PLAN$298.9M
    #001 · 401(k) · 2025753

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510UB GREENSFELDER BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$6.5M6252025
#001UB GREENSFELDER LLP RETIREMENT/401(K) PLANFully insuredLINCOLN NATIONAL LIFE INSURANCE CO.$012025
  • UB GREENSFELDER BENEFIT PLAN$6.5M
    #510 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025625
  • UB GREENSFELDER LLP RETIREMENT/401(K) PLAN$0
    #001 · Fully insured · LINCOLN NATIONAL LIFE INSURANCE CO. · 20251
Retirement plans
Health & Benefits plans

On this page

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