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Sponsor portfolioTH

IDEASTREAM

EIN 34-1943865-Information-Latest filing 2025
Plans
2
Retirement
1
$31.4M assets
Welfare
1
$2.4M premiums
Participants
432
1375 EUCLID AVE. - CLEVELAND, OH 44115216-916-6100
Plans on this EIN
2 filings
#001403b-$31.4M - 296 part#503Fully Insured-$2.4M - 136 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$195K
  • Vision$195K
  • Life$195K
  • Short-term disability$195K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MEDICAL MUTUAL91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $130K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IDEASTREAM DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$31.4M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

IDEASTREAM WELFARE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$2.4M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IDEASTREAM DEFINED CONTRIBUTION RETIREMENT PLAN403b$31.4M2962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503IDEASTREAM WELFARE BENEFIT PLANFully InsuredMEDICAL MUTUAL$2.4M1362025
Retirement plans
Welfare plans
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