PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Zotec Partners, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Zotec Partners, LLC

EIN 20-8762217-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$118.5M assets
Health & Benefits
1
$1.4M premiums
Participants
1,923
11460 NORTH MERIDIAN STREET - CARMEL, IN 46032317-805-4116zotecpartners.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401(k)-$118.5M - 1,201 part#506Mixed-$1.4M - 1,560 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$648K
  • Life$633K
  • Long-term disability$633K
  • Other$633K
  • Vision$120K
Total $1.4M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ZOTEC PARTNERS, LLC 401(K) PLAN

401(k)

Assets$118.5M
Participants1,201
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

ZOTEC PARTNERS, LLC EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$1.4M
Covered lives1,560
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ZOTEC PARTNERS, LLC 401(K) PLAN401(k)$118.5M1,2012025
  • ZOTEC PARTNERS, LLC 401(K) PLAN$118.5M
    #001 · 401(k) · 20251,201

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506ZOTEC PARTNERS, LLC EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF INDIANA$1.4M1,5602025
  • ZOTEC PARTNERS, LLC EMPLOYEE BENEFITS PLAN$1.4M
    #506 · Mixed · DELTA DENTAL OF INDIANA · 20251,560
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica