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Sponsor portfolio

THE LEGAL AID SOCIETY OF CLEVELAND

EIN 34-0866026-law practice-Latest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$2.0M premiums
Participants
339
1223 WEST SIXTH STREET - CLEVELAND, OH 44113216-687-1900lasclev.orgLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001403b-$25.7M - 205 part#501Fully Insured-$2.0M - 146 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$95K
  • Life$72K
  • Other$72K
  • Long-term disability$52K
  • Vision$7K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • THE JAMES B OSWALD COMPANY90%
  • CENTRO BENEFITS RESEARCH LLC10%
  • LIFETIME FINANCIAL GROWTH OF N0%
Total $84K3 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

THE LEGAL AID SOCIETY OF CLEVELAND RETIREMENT SAVINGS PLAN

403b

Assets$25.7M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LEGAL AID SOCIETY OF CLEVELAND HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEGAL AID SOCIETY OF CLEVELAND RETIREMENT SAVINGS PLAN403b$25.7M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LEGAL AID SOCIETY OF CLEVELAND HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M1462025
Retirement plans
Welfare plans
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