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Sponsor portfolio

MILLER WEISBROD OLESKY, LLP

EIN 27-3671950-Latest filing 2025
Plans
3
Retirement
1
$11.6M assets
Welfare
2
$1.9M premiums
Participants
532
11551 FOREST CENTRAL DR, SUITE 300 - DALLAS, TX 752433920214-987-0005
Plans on this EIN
3 filings
#001401k-$11.6M - 142 part#501Fully Insured-$1.8M - 196 lives#504Fully Insured-$163K - 194 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Long-term disability$135K
  • Life$28K
  • Other$28K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • IMA, INC.100%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $91K2 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

MILLER WEISBROD OLESKY, LLP 401(K) PROFIT SHARING AND SAVINGS PLAN

401k

Assets$11.6M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILLER WEISBROD LLP MEDICAL BENEFITS PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$1.8M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MILLER WEISBROD LLP ANCILLARY BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$163K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILLER WEISBROD OLESKY, LLP 401(K) PROFIT SHARING AND SAVINGS PLAN401k$11.6M1422024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILLER WEISBROD LLP MEDICAL BENEFITS PLANFully InsuredHEALTH CARE SERVICE CORPORATION$1.8M1962025
504MILLER WEISBROD LLP ANCILLARY BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$163K1942025
Retirement plans
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