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Form 5500 · Employee benefit plan · DES MOINES, IA

THE WEITZ GROUP, LLC

Public Form 5500 records show how THE WEITZ GROUP, LLC of DES MOINES, IA, a construction employer, structures its employee benefits. Its broker of record is HOLMES MURPHY & ASSOCIATES, INC.. Coverage is written through WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1512625 · plan 501 · as of Aug 2026

Participants
1,675
Carriers on file
6
Disclosed commissions
$134,128
Renewal month
December

Plan brief

Schedule A lists 6 insured contracts covering vision, life, disability and stop-loss; the largest, with WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, covers 690 people.

The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.

Reported premium across the insured contracts is $9,363,931, with $134,128 in disclosed broker commissions — about 1.4% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

HOLMES MURPHY & ASSOCIATES, INC. is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
RELIASTAR LIFE INSURANCE COMPANYLife, Disability860December$949,656$97,165
DELAWARE AMERICAN LIFE INSURANCE COMPANYLife9December$403,459$32,277
VISION SERVICE PLANVision648December$89,265$4,449
FOUR EVER LIFE INS CO.0December$1,581$237
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWAStop-loss690December$7,883,486$0
EMPLOYEE & FAMILY RESOURCES, INC.1,993December$36,484$0

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