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  2. WEITZ & LUXENBERG, P.C.
Sponsor portfolio

WEITZ & LUXENBERG, P.C.

EIN 13-3607351-law practice-Latest filing 2024
Plans
3
Retirement
1
$40.8M assets
Welfare
2
$5.8M premiums
Participants
1,223
700 BROADWAY 3RD FLOOR - NEW YORK, NY 100039536212-558-5500weitzlux.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$40.8M - 535 part#501Fully Insured-$5.7M - 434 lives#502Fully Insured-$23K - 405 lives

Benefits portfolio analytics

2 plans / $5.8M premiums / 839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Vision$5.6M
  • Prescription drug$5.6M
  • Other$165K
  • Life$142K
  • Long-term disability$142K
Total $5.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $5.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • FOUNDATION RISK PARTNERS CORP59%
  • STERLING AND STERLING, INC.19%
  • FNA INSURANCE SERVICES INC11%
  • PROFESSIONAL GROUP PLANS INC4%
  • GENATT V LLC3%
  • +2 more
Total $265K7 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

WEITZ & LUXENBERG EMPLOYEE SAVINGS PLAN

401k

Assets$40.8M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEITZ AND LUXENBERG P.C. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.7M
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WEITZ & LUXENBERG, P.C. CHUBB ADD PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$23K
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEITZ & LUXENBERG EMPLOYEE SAVINGS PLAN401k$40.8M5352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEITZ AND LUXENBERG P.C. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.7M4342024
502WEITZ & LUXENBERG, P.C. CHUBB ADD PLANFully InsuredFEDERAL INSURANCE COMPANY$23K4052024
Retirement plans
Welfare plans
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