Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$526K
- Prescription drug$526K
- Other$199K
- Dental$174K
- Life$159K
- Short-term disability$159K
- +2 more
Sponsor portfolio
CLEARSTEAD ADVISORS, LLC
EIN 34-1597728Latest filing 2025
Plans
2
Retirement
1
$35.5M assets
Welfare
1
$945K premiums
Participants
529
1100 SUPERIOR AVENUE, 7TH FLOOR - CLEVELAND, OH 44114216-658-5272
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $945K premiums / 315 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY74%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- VISION SERVICE PLAN5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
94%top
- THE JAMES B OSWALD COMPANY94%
- CENTRO BENEFITS RESEARCH LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN
401k
Assets$35.5M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$945K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | 401k | $35.5M | 281 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $945K | 315 | 2025 |
Retirement plans
Welfare plans