Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Life$124K
- Short-term disability$124K
- Long-term disability$124K
- Other$124K
Sponsor portfolio
R.E. WARNER & ASSOCIATES
EIN 34-1860815Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$2.0M premiums
Participants
425
25000 COUNTRY CLUB BOULEVARD,, SUITE 340 - NORTH OLMSTED, OH 44070440-835-9400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 287 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
96%top
- THE FEDELI GROUP96%
- CENTRO BENEFITS RESEARCH LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRUST AND PLAN
401k
Assets$16.2M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
R.E. WARNER & ASSOCIATES EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | R.E. WARNER & ASSOCIATES EMPLOYEES' RETIREMENT TRUST AND PLAN | 401k | $16.2M | 246 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | R.E. WARNER & ASSOCIATES EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 287 | 2025 |
Retirement plans
Welfare plans