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Sponsor portfolio

BENESCH, FRIEDLANDER, COPLAN & ARONOFF LLP

EIN 34-6596918-law practice-Latest filing 2024
Plans
3
Retirement
2
$206.5M assets
Welfare
1
$2.3M premiums
Participants
1,549
127 PUBLIC SQUARE, SUITE 4900 - CLEVELAND, OH 441142378216-363-4500bfca.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$202.5M - 930 part#003CashBalance-$4.1M - 56 part#501Mixed-$2.3M - 1,133 lives

Retirement portfolio analytics

2 plans aggregated / $206.5M assets / 986 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#001)98%
  • CASH BALANCE PLAN (#003)2%
Total $206.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)930
  • CASH BALANCE PLAN (#003)56
Total 986Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 1,133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$913K
  • Other$681K
  • Long-term disability$680K
  • Dental$440K
  • Vision$71K
  • Short-term disability$17K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
  • DELTA DENTAL OF CALIFORNIA19%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • STANDARD INSURANCE COMPANY8%
  • +2 more
Total $2.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • AON CONSULTING INC85%
  • THE JAMES B OSWALD COMPANY15%
  • ASSUREX GLOBAL CORPORATION0%
  • HOWARTH III, FREDERICK W0%
  • PECK FINANCIAL SERVICES INC0%
Total $303K5 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

BENESCH, FRIEDLANDER, COPLAN & ARONOFF ELECTIVE SAVINGS AND PROFIT SHARING PLAN

401k

Assets$202.5M
Participants930
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BENESCH, FRIEDLANDER, COPLAN & ARONOFF LLP MARKET-BASED CASH BALANCE PLAN

CashBalance

Assets$4.1M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BENESCH, FRIEDLANDER, COPLAN & ARONOFF LLP BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives1,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BENESCH, FRIEDLANDER, COPLAN & ARONOFF ELECTIVE SAVINGS AND PROFIT SHARING PLAN401k$202.5M9302024
003BENESCH, FRIEDLANDER, COPLAN & ARONOFF LLP MARKET-BASED CASH BALANCE PLANCashBalance$4.1M562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENESCH, FRIEDLANDER, COPLAN & ARONOFF LLP BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.3M1,1332024
Retirement plans
Welfare plans
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