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Sponsor portfolio

ZUMBA FITNESS, LLC

EIN 20-4276132-Latest filing 2025
Plans
2
Retirement
1
$23.7M assets
Welfare
1
$348K premiums
Participants
363
800 SILKS RUN, SUITE 2310 - HALLANDALE, FL 33009954-526-7979
Plans on this EIN
2 filings
#001401k-$23.7M - 215 part#501Mixed-$348K - 341 lives

Benefits portfolio analytics

1 plan / $348K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$225K
  • Life$220K
  • Short-term disability$210K
  • Long-term disability$210K
  • Dental$103K
  • Vision$20K
Total $348K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HARTFORD LIFE AND ACCIDENT60%
  • SOLSTICE BENEFITS, INC30%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • TRUSTMARK INSURANCE COMPANY3%
  • CHARLES NECHTEM ASSOCIATES, INC.1%
  • +1 more
Total $348K6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MARSH & MCLENNAN AGENCY LLC57%
  • LOCKTON COMPANIES, LLC42%
  • EXPLAIN MY BENEFITS LLC1%
  • WILLIS TOWERS WATSON US LLC0%
Total $49K4 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

ZUMBA FITNESS LLC. 401(K) PLAN

401k

Assets$23.7M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZUMBA FITNESS, LLC EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$348K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZUMBA FITNESS LLC. 401(K) PLAN401k$23.7M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZUMBA FITNESS, LLC EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$348K3412025
Retirement plans
Welfare plans
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