PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WELTMAN, WEINBERG & REIS CO., L.P.A

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 34-1095923

WELTMAN, WEINBERG & REIS CO., L.P.A

5990 WEST CREEK RD · INDEPENDENCE, OH 44131
2167395192
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$790K
No prior year
Persons covered
969
No prior year
Total participants
1,517
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$790K
WELTMAN, WEINBERG & REIS CO., LPA WELFARE BENEFIT PLAN
Mixed967 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #001$0
WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST
Fully insured2 covered·1 carrier
Primary: MINNESOTA MUTUAL LIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$790K16.7%
Vision$790K16.7%
Life$790K16.7%
Short-term disability$790K16.7%
Long-term disability$790K16.7%
Other$790K16.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$790K100.0%11967
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 410417830
$00.0%112

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHPRINCIPAL LIFE INSURANCE COMPANY$37K$0$37K51.6%1
CENTRO BENEFITS RESEARCH LLCATLANTA, GAPRINCIPAL LIFE INSURANCE COMPANY$0$35K$35K48.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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