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Sponsor portfolioTH

WELTMAN, WEINBERG & REIS CO, LPA

EIN 34-1095923-law practice-Latest filing 2025
Plans
3
Retirement
1
$58.5M assets
Welfare
2
$790K premiums
Participants
2,217
5990 WEST CREEK ROAD, SUITE 200 - INDEPENDENCE, OH 44131216-685-1000weltman.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$58.5M - 778 part#502Mixed-$790K - 967 lives#001Fully Insured-2 lives

Benefits portfolio analytics

2 plans / $790K premiums / 969 covered lives

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
Total $790K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $790K1 slice

Broker market share

Schedule A broker compensation

Split broker
52%top
  • THE JAMES B OSWALD COMPANY52%
  • CENTRO BENEFITS RESEARCH LLC48%
Total $72K2 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

WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$58.5M
Participants778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WELTMAN, WEINBERG & REIS CO., LPA WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$790K
Covered lives967
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST

Fully Insured - MINNESOTA MUTUAL LIFE

Premiums$0
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST401k$58.5M7782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WELTMAN, WEINBERG & REIS CO., LPA WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$790K9672025
001WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUSTFully InsuredMINNESOTA MUTUAL LIFE$022024
Retirement plans
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