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Sponsor portfolio

WEISS ASSET MANAGEMENT LP

EIN 61-1451623-investment management-Latest filing 2025
Plans
3
Retirement
2
$74.4M assets
Welfare
1
$2.2M premiums
Participants
397
222 BERKELEY STREET, FLOOR 16 - BOSTON, MA 02116617-778-7780weissasset.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$68.5M - 196 part#003TraditionalDB-$5.9M - 81 part#501Fully Insured-$2.2M - 303 lives

Retirement portfolio analytics

2 plans aggregated / $74.4M assets / 277 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#001)92%
  • DEFINED BENEFIT PLAN (#003)8%
Total $74.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)196
  • DEFINED BENEFIT PLAN (#003)81
Total 277Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Long-term disability$20K
  • Vision$19K
  • Short-term disability$695
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • DIGITAL INSURANCE LLC94%
  • ENROLLEASE5%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $67K3 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

WEISS ASSET MANAGEMENT LP 401(K) PROFIT SHARING PLAN

401k

Assets$68.5M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEISS ASSET MANAGEMENT LP DEFINED BENEFIT PLAN

TraditionalDB

Assets$5.9M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEISS ASSET MANAGEMENT LP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.2M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEISS ASSET MANAGEMENT LP 401(K) PROFIT SHARING PLAN401k$68.5M1962024
003WEISS ASSET MANAGEMENT LP DEFINED BENEFIT PLANTraditionalDB$5.9M812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEISS ASSET MANAGEMENT LP WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.2M3032025
Retirement plans
Welfare plans
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