Assets by plan
Share of aggregate retirement assets
Filings through .
L. J. Zucca, Inc.
EIN 22-1890690wholesaleLatest filing 2025
Plans
4
Retirement
3
$6.6M assets
Health & Benefits
1
$58K premiums
Participants
293
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $6.6M assets / 184 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $58K premiums / 109 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$58K
- Vision$58K
- Life$58K
- Short-term disability$58K
- Long-term disability$58K
- Other$58K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
L. J. ZUCCA, INC. 401(K) PLAN #003
401(k)
Assets$3.0M
Participants59
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
L. J. ZUCCA, INC. 401(K) PLAN
401(k)
Assets$1.9M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
L. J. ZUCCA, INC. 401(K) PLAN #002
401(k)
Assets$1.7M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
L.J. ZUCCA, INC. HEALTH & WELFARE PLAN
Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$58K
Covered lives109
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | L. J. ZUCCA, INC. 401(K) PLAN #003 | 401(k) | $3.0M | 59 | 2025 |
| #001 | L. J. ZUCCA, INC. 401(K) PLAN | 401(k) | $1.9M | 73 | 2025 |
| #002 | L. J. ZUCCA, INC. 401(K) PLAN #002 | 401(k) | $1.7M | 52 | 2025 |
- #003 · 401(k) · 202559
- #001 · 401(k) · 202573
- #002 · 401(k) · 202552
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | L.J. ZUCCA, INC. HEALTH & WELFARE PLAN | Fully insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $58K | 109 | 2025 |
- #501 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025109
Retirement plans
Health & Benefits plans