Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolioTH
CARL ZEISS, INC.
EIN 13-1495820computer softwareLatest filing 2024
Plans
3
Retirement
2
$439.4M assets
Welfare
1
$3.4M premiums
Participants
4,615
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $439.4M assets / 3,000 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 1,347 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Life$822K
- Vision$522K
- Other$473K
- Long-term disability$421K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
40%top
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK40%
- KAISER FOUNDATION HEALTH PLAN INC34%
- VISION SERVICE PLAN13%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- AETNA LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN
401k
Assets$360.6M
Participants2,199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN FOR EMPLOYEES OF CARL ZEISS, INC.
TraditionalDB
Assets$78.8M
Participants801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARL ZEISS, INC. WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.4M
Covered lives1,347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | 401k | $360.6M | 2,199 | 2024 | |
| 001 | PENSION PLAN FOR EMPLOYEES OF CARL ZEISS, INC. | TraditionalDB | $78.8M | 801 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARL ZEISS, INC. WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.4M | 1,347 | 2024 |
Retirement plans
Welfare plans