Form 5500 · Employee benefit plan · INDEPENDENCE, OH
WELTMAN, WEINBERG & REIS CO, LPA
Public Form 5500 records show how WELTMAN, WEINBERG & REIS CO, LPA (INDEPENDENCE, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1095923 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 967 | December | $37,007 |
Questions
Who is WELTMAN, WEINBERG & REIS CO, LPA's benefits broker?
Per its most recent Form 5500 Schedule A, WELTMAN, WEINBERG & REIS CO, LPA's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does WELTMAN, WEINBERG & REIS CO, LPA use?
WELTMAN, WEINBERG & REIS CO, LPA's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does WELTMAN, WEINBERG & REIS CO, LPA's group plan renew?
The most recent Schedule A policy period for WELTMAN, WEINBERG & REIS CO, LPA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WELTMAN, WEINBERG & REIS CO, LPA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.