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Sponsor portfolioWelfare / HealthEIN 34-0732302

CALFEE HALTER AND GRISWOLD LLP

THE CALFEE BUILDING · CLEVELAND, OH 441141600
2166228200
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$530K
No prior year
Persons covered
231
No prior year
Total participants
251
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #509$530K
CALFEE HALTER & GRISWOLD LLP WELFARE PLAN
Mixed231 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$344K48.2%
Dental$185K25.9%
Vision$185K25.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
L
$344K65.0%12231
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$185K35.0%11200

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCCLEVELAND, OHUNUM LIFE INSURANCE COMPANY OF AMERICA, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$13K$5K$18K56.0%1
MASTER UNUM ENROLLVIRGINIA BEACH, VAUNUM LIFE INSURANCE COMPANY OF AMERICA$0$14K$14K44.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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