Assets by plan
Share of aggregate retirement assets
Filings through .
Weiss Asset Management LP
EIN 61-1451623investment managementLatest filing 2025
Plans
3
Retirement
2
$91.1M assets
Health & Benefits
1
$2.2M premiums
Participants
424
222 BERKELEY STREET, FLOOR 16 - BOSTON, MA 02116617-778-7780weissasset.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $91.1M assets / 304 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WEISS ASSET MANAGEMENT LP 401(K) PROFIT SHARING PLAN
401(k)
Assets$84.7M
Participants213
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WEISS ASSET MANAGEMENT LP DEFINED BENEFIT PLAN
Traditional DB
Assets$6.4M
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WEISS ASSET MANAGEMENT LP WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.2M
Covered lives303
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WEISS ASSET MANAGEMENT LP 401(K) PROFIT SHARING PLAN | 401(k) | $84.7M | 213 | 2025 |
| #003 | WEISS ASSET MANAGEMENT LP DEFINED BENEFIT PLAN | Traditional DB | $6.4M | 91 | 2025 |
- #001 · 401(k) · 2025213
- #003 · Traditional DB · 202591
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WEISS ASSET MANAGEMENT LP WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.2M | 303 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025303
Retirement plans
Health & Benefits plans