Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$532K
- Life$467K
- Short-term disability$467K
- Other$467K
- Vision$87K
Sponsor portfolio
ZWICKER & ASSOCIATES, P.C.
EIN 04-3131560Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$619K premiums
Participants
1,613
80 MINUTEMAN ROAD - ANDOVER, MA 01810866-367-9942
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $619K premiums / 1,278 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA86%
- EYEMED VISION CARE14%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZWICKER & ASSOCIATES, P.C. 401(K) PLAN
401k
Assets$21.0M
Participants856
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZWICKER WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$619K
Covered lives1,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZWICKER & ASSOCIATES, P.C. 401(K) PLAN | 401k | $21.0M | 856 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZWICKER WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $619K | 1,278 | 2025 |
Retirement plans
Welfare plans