Assets by plan
Share of aggregate retirement assets
Filings through .
Weiss Serota Helfman Cole & Bierman P.L.
EIN 20-8112403legal servicesLatest filing 2025
Plans
3
Retirement
2
$35.6M assets
Health & Benefits
1
$1.5M premiums
Participants
331
200 EAST BROWARD BOULEVARD, SUITE 1900 - FORT LAUDERDALE, FL 33301305-854-0800wsh-law.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $35.6M assets / 192 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(K) PROFIT SHARING PLAN
401(k)
Assets$24.4M
Participants94
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WSHCB, P.L. SECOND 401(K) PROFIT SHARING PLAN
401(k)
Assets$11.2M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
WEISS SEROTA HELFMAN COLE + BIERMAN EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives208
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WEISS SEROTA HELFMAN COLE & BIERMAN, P.L. 401(K) PROFIT SHARING PLAN | 401(k) | $24.4M | 94 | 2025 |
| #002 | WSHCB, P.L. SECOND 401(K) PROFIT SHARING PLAN | 401(k) | $11.2M | 98 | 2025 |
- #001 · 401(k) · 202594
- #002 · 401(k) · 202598
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | WEISS SEROTA HELFMAN COLE + BIERMAN EMPLOYEE WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 208 | 2025 |
- #510 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025208
Retirement plans
Health & Benefits plans