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Sponsor portfolio

ZBETA CONSULTING INC.

EIN 20-3775213-Latest filing 2025
Plans
5
Retirement
1
$5.9M assets
Welfare
4
$2.7M premiums
Participants
291
600 1ST AVENUE, SUITE 102, PMB 2087 - SEATTLE, WA 98104855-559-2382
Plans on this EIN
5 filings
#001401k-$5.9M - 149 part#501Fully Insured-$2.4M - 335 lives#502Fully Insured-$153K - 298 lives#504Mixed-$74K - 131 lives#503Fully Insured-$17K - 124 lives

Benefits portfolio analytics

4 plans / $2.7M premiums / 888 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$190K
  • Life$104K
  • Short-term disability$104K
  • Long-term disability$104K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DELTA DENTAL OF CALIFORNIA8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DAVIDSON BENEFITS PLANNING LLC93%
  • GCG FINANCIAL LLC7%
Total $145K2 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

ZBETA 401(K) PLAN

401k

Assets$5.9M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZBETA CONSULTING INC. GROUP HEALTH PLAN

Fully Insured - REGENCE BLUESHIELD

Premiums$2.4M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ZBETA CONSULTING INC. GROUP DENTAL PLAN

Fully Insured - DELTA DENTAL OF WASHINGTON

Premiums$153K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ZBETA CONSULTING INC. GROUP DISABILITY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$74K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ZBETA CONSULTING INC. GROUP VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$17K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZBETA 401(K) PLAN401k$5.9M1492024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZBETA CONSULTING INC. GROUP HEALTH PLANFully InsuredREGENCE BLUESHIELD$2.4M3352025
502ZBETA CONSULTING INC. GROUP DENTAL PLANFully InsuredDELTA DENTAL OF WASHINGTON$153K2982024
504ZBETA CONSULTING INC. GROUP DISABILITY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$74K1312024
503ZBETA CONSULTING INC. GROUP VISION PLANFully InsuredVISION SERVICE PLAN$17K1242024
Retirement plans
Welfare plans
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