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  2. DAVID ZWIRNER, INC.
Sponsor portfolio

DAVID ZWIRNER, INC.

EIN 13-3686839-fine art-Latest filing 2025
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$3.6M premiums
Participants
504
525 WEST 19TH STREET - NEW YORK, NY 10011212-727-2070davidzwirner.comLinkedIn51-200 employeesfine art
Plans on this EIN
2 filings
#002401k-$36.2M - 346 part#501Fully Insured-$3.6M - 271 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$148K
  • Life$29K
  • Long-term disability$29K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • GALLAGHER BENEFIT SERVICES, INC.45%
  • RSC INSURANCE BROKERAGE INC43%
  • ASSUREDPARTNERS11%
  • SELMAN & COMPANY, LLC0%
  • PACIFIC ADVISORS LLC0%
Total $177K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$36.2M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVID ZWIRNER, INC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST401k$36.2M3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVID ZWIRNER, INCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M2712025
Retirement plans
Welfare plans
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