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Sponsor portfolio

NIC & ZOE COMPANY

EIN 04-3149253-apparel & fashion-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.6M premiums
Participants
296
323 SPEEN STREET - NATICK, MA 01760508-545-8586nicandzoe.comLinkedIn51-200 employeesapparel & fashion
Plans on this EIN
2 filings
#001401k-$10.8M - 184 part#501Fully Insured-$1.6M - 138 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.5M
  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$83K
  • Life$70K
  • Short-term disability$70K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • BLUE CROSS OF CALIFORNIA5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • EASTERN BENEFITS GROUP0%
Total $40K2 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

NIC & ZOE COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.8M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH & WELFARE

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NIC & ZOE COMPANY 401(K) PROFIT SHARING PLAN & TRUST401k$10.8M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH & WELFAREFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.6M1382025
Retirement plans
Welfare plans
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