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Sponsor portfolio

WEINSTEIN MANAGEMENT CO., INC.

EIN 54-0696440-computer software-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$775K premiums
Participants
1,257
3951 STILLMAN PKWY - GLEN ALLEN, VA 23060804-967-5123LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$15.9M - 774 part#501Mixed-$775K - 484 lives

Benefits portfolio analytics

1 plan / $775K premiums / 484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$410K
  • Dental$174K
  • Long-term disability$57K
  • Life$54K
  • Vision$44K
  • Short-term disability$35K
Total $775K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNITEDHEALTHCARE INSURANCE COMPANY53%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY22%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • VISION SERVICE PLAN6%
Total $775K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WEINSTEIN PROPERTIES EMPLOYEES' 401(K) PLAN

401k

Assets$15.9M
Participants774
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEINSTEIN MANAGEMENT CO., INC. GROUP HEALTH PLAN

Mixed - UNITEDHEALTHCARE STOP LOSS - UNITED HEALTH

Premiums$775K
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEINSTEIN PROPERTIES EMPLOYEES' 401(K) PLAN401k$15.9M7742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEINSTEIN MANAGEMENT CO., INC. GROUP HEALTH PLANMixedUNITEDHEALTHCARE STOP LOSS - UNITED HEALTH$775K4842025
Retirement plans
Welfare plans
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