PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OSHA BERGMAN WATANABE & BURTON LLP
Sponsor portfolio

OSHA BERGMAN WATANABE & BURTON LLP

EIN 76-0571383-law practice-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.3M premiums
Participants
253
1100 LOUISIANA, SUITE 4900 - HOUSTON, TX 77002713-228-8600obwbip.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$18.1M - 156 part#501Fully Insured-$1.3M - 123 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$87K
  • Other$87K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • SELERIX SYSTEMS INC3%
Total $77K2 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

OSHA BERGMAN WATANABE & BURTON 401(K) PLAN

401k

Assets$18.1M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OSHA LIANG, LLP WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OSHA BERGMAN WATANABE & BURTON 401(K) PLAN401k$18.1M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OSHA LIANG, LLP WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1232025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica