Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$790K
- Vision$790K
- Life$790K
- Short-term disability$790K
- Long-term disability$790K
- Other$790K
Filings through .
Top hat
Weltman, Weinberg & Reis Co., L.P.A
EIN 34-1095923law practiceLatest filing 2025
Plans
3
Retirement
1
$70.0M assets
Health & Benefits
2
$790K premiums
Participants
2,373
5990 WEST CREEK RD, SUITE 200 - INDEPENDENCE, OH 44131216-739-5192weltman.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $790K premiums / 969 covered lives
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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
WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$70.0M
Participants856
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WELTMAN, WEINBERG & REIS CO., LPA WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$790K
Covered lives967
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#001
WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST
Fully insured - MINNESOTA MUTUAL LIFE
Premiums$0
Covered lives2
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $70.0M | 856 | 2025 |
- #001 · 401(k) · 2025856
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | WELTMAN, WEINBERG & REIS CO., LPA WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $790K | 967 | 2025 |
| #001 | WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST | Fully insured | MINNESOTA MUTUAL LIFE | $0 | 2 | 2025 |
- #502 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025967
- #001 · Fully insured · MINNESOTA MUTUAL LIFE · 20252
Retirement plans
Health & Benefits plans