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Sponsor portfolio

ZIDAN MANAGEMENT GROUP INC

EIN 20-3296230-real estate-Latest filing 2025
Plans
2
Retirement
1
$834K assets
Welfare
1
$830K premiums
Participants
302
5975 CASTLE CREEK PARKWAY N DRIVE, SUITE 100 - INDIANAPOLIS, IN 46250317-596-6225zidans.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$834K - 163 part#501Fully Insured-$830K - 139 lives

Benefits portfolio analytics

1 plan / $830K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$795K
  • Dental$795K
  • Vision$795K
  • Prescription drug$795K
  • Life$35K
  • Short-term disability$35K
  • +1 more
Total $830K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $830K1 slice

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCASCIO HADDEN & DENNIS LLC100%
  • USI INSURANCE SERVICES LLC-0%
Total $36K2 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

ZIDAN MANAGEMENT GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$834K
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZIDAN LIFE & AD&D

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$830K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZIDAN MANAGEMENT GROUP, INC. 401(K) SAVINGS PLAN401k$834K1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZIDAN LIFE & AD&DFully InsuredANTHEM INSURANCE COMPANIES, INC.$830K1392025
Retirement plans
Welfare plans
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