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Sponsor portfolio

REISENFELD & ASSOCIATES, LPA, LLC

EIN 20-1822612-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$108K premiums
Participants
243
3962 RED BANK ROAD - CINCINNATI, OH 45227513-322-7028LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$7.5M - 153 part#501Mixed-$108K - 136 lives

Benefits portfolio analytics

1 plan / $108K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$48K
  • Short-term disability$48K
  • Other$48K
  • Dental$32K
  • Long-term disability$15K
  • Vision$13K
Total $108K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY58%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE12%
Total $108K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

REISENFELD & ASSOCIATES 401(K) PLAN

401k

Assets$7.5M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REISENFELD & ASSOCIATES HEALTH PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$108K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REISENFELD & ASSOCIATES 401(K) PLAN401k$7.5M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REISENFELD & ASSOCIATES HEALTH PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$108K1362025
Retirement plans
Welfare plans
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