Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$648K
- Life$633K
- Long-term disability$633K
- Other$633K
- Vision$120K
Sponsor portfolio
ZOTEC PARTNERS, LLC
EIN 20-8762217hospital & health careLatest filing 2025
Plans
2
Retirement
1
$103.6M assets
Welfare
1
$1.4M premiums
Participants
1,972
1 ZOTEC WAY - CARMEL, IN 46032317-705-5050zotecpartners.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,560 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- DELTA DENTAL OF CALIFORNIA46%
- SYMETRA LIFE INSURANCE COMPANY45%
- FIDELITY SECURITY LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZOTEC PARTNERS, LLC 401(K) PLAN
401k
Assets$103.6M
Participants1,250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
ZOTEC PARTNERS, LLC EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF INDIANA
Premiums$1.4M
Covered lives1,560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZOTEC PARTNERS, LLC 401(K) PLAN | 401k | $103.6M | 1,250 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | ZOTEC PARTNERS, LLC EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF INDIANA | $1.4M | 1,560 | 2025 |
Retirement plans
Welfare plans