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  1. Companies/
  2. CLEAVELAND/PRICE, INC.
Sponsor portfolio

CLEAVELAND/PRICE, INC.

EIN 36-2765905-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$5.0M premiums
Participants
687
14000 ROUTE 993 - TRAFFORD, PA 15085724-864-4177cleavelandprice.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#002401k-$54.6M - 374 part#501Mixed-$5.0M - 781 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 781 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Dental$4.9M
  • Prescription drug$4.9M
  • Vision$32K
  • Other$30K
  • Life$23K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • AMERICAN UNITED LIFE INSURANCE COMPANY0%
  • 21ST CENTURY EAP0%
Total $5.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • DYLAN JENKINS95%
  • LIBERTY FINANCIAL SERVICES3%
  • MARSH & MCLENNAN AGENCY LLC1%
  • LIBERTY INSURANCE SERVICES1%
Total $60K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CLEAVELAND/PRICE, INC. 401K PLAN

401k

Assets$54.6M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEAVELAND/PRICE INC. EMPLOYEE BENEFITS PLAN

Mixed - HIGHMARK INC.

Premiums$5.0M
Covered lives781
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLEAVELAND/PRICE, INC. 401K PLAN401k$54.6M3742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEAVELAND/PRICE INC. EMPLOYEE BENEFITS PLANMixedHIGHMARK INC.$5.0M7812025
Retirement plans
Welfare plans
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