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Sponsor portfolio

THE WEITZ COMPANY, LLC

EIN 42-1512625-construction-Latest filing 2025
Plans
2
Retirement
1
$149.6M assets
Welfare
1
$1.4M premiums
Participants
2,927
611 5TH AVE, SUITE 300 - DES MOINES, IA 50309515-698-4278weitz.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$149.6M - 1,669 part#501Mixed-$1.4M - 1,385 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.1M
  • Long-term disability$1.1M
  • Short-term disability$1.0M
  • Health$136K
  • Vision$90K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • RELIASTAR LIFE INSURANCE COMPANY74%
  • FOUR EVER LIFE INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN7%
  • CURALINC HEALTHCARE2%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HOLMES MURPHY & ASSOCIATES83%
  • MICHAEL J ZIMMERMAN14%
  • AVANT SPECIALTY BENEFITS LLC2%
  • JEANNA GUTIERREZ0%
Total $173K4 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

THE WEITZ RETIREMENT AND 401(K) PLAN

401k

Assets$149.6M
Participants1,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WEITZ GROUP, LLC EMPLOYEE BENEFITS PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WEITZ RETIREMENT AND 401(K) PLAN401k$149.6M1,6692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WEITZ GROUP, LLC EMPLOYEE BENEFITS PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.4M1,3852025
Retirement plans
Welfare plans
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