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Sponsor portfolio

VAN ZYVERDEN, INC.

EIN 22-1603775-wholesale-Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$994K premiums
Participants
431
P.O. BOX 550 - MERIDIAN, MS 39302601-679-8274vanzyverden.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
2 filings
#002401k-$18.4M - 295 part#501Fully Insured-$994K - 192 lives

Benefits portfolio analytics

1 plan / $994K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$845K
  • Dental$87K
  • Vision$87K
  • Life$62K
  • Long-term disability$62K
Total $994K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $994K2 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • JO ANN PANTALONE47%
  • BENEFITS MANAGEMENT GROUP44%
  • GHS BENEFIT SOLUTIONS LLC9%
Total $54K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN

401k

Assets$18.4M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VAN ZYVERDEN, INC. HEALTH BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MISSISSIPPI

Premiums$994K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN401k$18.4M2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VAN ZYVERDEN, INC. HEALTH BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MISSISSIPPI$994K1922025
Retirement plans
Welfare plans
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