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Sponsor portfolio

PEASE BELL CPAS, LLC

EIN 36-4267431-accounting-Latest filing 2024
Plans
2
Retirement
1
$15.1M assets
Welfare
1
Participants
256
1111 SUPERIOR AVENUE E, SUITE 2500 - CLEVELAND, OH 44114216-348-9600peasebell.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$15.1M - 145 part#501Fully Insured-111 lives

Benefits portfolio analytics

1 plan / $0 premiums / 111 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $01 slice

Broker market share

Schedule A broker compensation

Split broker
80%top
  • THE FEDELI GROUP80%
  • CENTRO BENEFITS RESEARCH LLC20%
Total $11K2 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

PEASE BELL CPAS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$15.1M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEASE BELL CPAS. LLC

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$0
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEASE BELL CPAS, LLC 401(K) PROFIT SHARING PLAN401k$15.1M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEASE BELL CPAS. LLCFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$01112024
Retirement plans
Welfare plans
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