PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WEISS SEROTA HELFMAN COLE & BIERMAN, P.L.
Sponsor portfolio

WEISS SEROTA HELFMAN COLE & BIERMAN, P.L.

EIN 20-8112403-legal services-Latest filing 2025
Plans
3
Retirement
2
$33.8M assets
Welfare
1
$1.5M premiums
Participants
323
200 EAST BROWARD BOULEVARD, SUITE 1900 - FORT LAUDERDALE, FL 33301305-854-0800wsh-law.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#001401k-$24.4M - 94 part#002401k-$9.4M - 90 part#510Fully Insured-$1.5M - 208 lives

Retirement portfolio analytics

2 plans aggregated / $33.8M assets / 184 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • PROFIT SHARING PLAN (#002)28%
Total $33.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)94
  • PROFIT SHARING PLAN (#002)90
Total 184Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Long-term disability$114K
  • Dental$56K
  • Other$46K
  • Short-term disability$27K
  • Life$25K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • STANDARD INSURANCE COMPANY11%
  • TRANSAMERICA LIFE INSURANCE COMPANY0%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • ALL ATLANTIC BENEFITS LLC87%
  • GALLAGHER BENEFIT SERVICES, INC.5%
  • DONALD C SAVOY INC4%
  • BARRY YOUNG ENT. INC3%
  • WEB TPA1%
  • +2 more
Total $127K7 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

WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(K) PROFIT SHARING PLAN

401k

Assets$24.4M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WSHCB, P.L. SECOND 401(K) PROFIT SHARING PLAN

401k

Assets$9.4M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WEISS SEROTA HELFMAN COLE + BIERMAN EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(K) PROFIT SHARING PLAN401k$24.4M942025
002WSHCB, P.L. SECOND 401(K) PROFIT SHARING PLAN401k$9.4M902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WEISS SEROTA HELFMAN COLE + BIERMAN EMPLOYEE WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2082025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica