PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WILENTZ, GOLDMAN & SPITZER, P.A.
Sponsor portfolioTH

WILENTZ, GOLDMAN & SPITZER, P.A.

EIN 22-2292919-law practice-Latest filing 2024
Plans
5
Retirement
2
$105.6M assets
Welfare
3
$4.1M premiums
Participants
869
P.O. BOX 10 - WOODBRIDGE, NJ 070959811732-855-6107wilentz.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
5 filings
#001401k-$93.7M - 353 part#046TraditionalDB-$11.9M - 139 part#501Fully Insured-$3.8M - 259 lives#502Fully Insured-$199K - 186 lives#503Fully Insured-$89K - 241 lives

Retirement portfolio analytics

2 plans aggregated / $105.6M assets / 492 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • SPITZER, P.A. 401(K) (#001)89%
  • SPITZER, P.A. PENSION (#046)11%
Total $105.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPITZER, P.A. 401(K) (#001)353
  • SPITZER, P.A. PENSION (#046)139
Total 492Click row to drill in

Benefits portfolio analytics

3 plans / $4.1M premiums / 686 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Life$199K
  • Long-term disability$199K
  • Other$199K
  • Dental$89K
  • Vision$89K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • ACRISURE LLC51%
  • HUB INTERNATIONAL MIDWEST LIMITED36%
  • EDGEWOOD PARTNERS INSURANCE CENTER13%
Total $179K3 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

WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN

401k

Assets$93.7M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#046

WILENTZ, GOLDMAN, & SPITZER, P.A. PENSION PLAN

TraditionalDB

Assets$11.9M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILENTZ, GOLDMAN & SPITZER, PA EMPLOYEE HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WILENTZ, GOLDMAN & SPITZER, PA LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE CO OF AMERICA

Premiums$199K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WILENTZ, GOLDMAN & SPITZER, PA BENEFITS PROGRAM

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$89K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN401k$93.7M3532024
046WILENTZ, GOLDMAN, & SPITZER, P.A. PENSION PLANTraditionalDB$11.9M1392024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILENTZ, GOLDMAN & SPITZER, PA EMPLOYEE HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.8M2592024
502WILENTZ, GOLDMAN & SPITZER, PA LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE CO OF AMERICA$199K1862024
503WILENTZ, GOLDMAN & SPITZER, PA BENEFITS PROGRAMFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$89K2412024
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