Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L.J. ZUCCA INC.
EIN 22-1890690wholesaleLatest filing 2025
Plans
4
Retirement
3
$6.3M assets
Welfare
1
$58K premiums
Participants
303
Retirement portfolio analytics
3 plans aggregated / $6.3M assets / 194 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $58K premiums / 109 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
70%top
- MY BENEFIT ADVISOR LLC70%
- ASSUREDPARTNERS30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
L. J. ZUCCA, INC. 401(K) PLAN #003
401k
Assets$2.9M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
L. J. ZUCCA, INC. 401(K) PLAN
401k
Assets$1.9M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
L. J. ZUCCA, INC. 401(K) PLAN #002
401k
Assets$1.5M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
L.J. ZUCCA, INC. HEALTH & WELFARE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$58K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | L. J. ZUCCA, INC. 401(K) PLAN #003 | 401k | $2.9M | 56 | 2024 | |
| 001 | L. J. ZUCCA, INC. 401(K) PLAN | 401k | $1.9M | 74 | 2024 | |
| 002 | L. J. ZUCCA, INC. 401(K) PLAN #002 | 401k | $1.5M | 64 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans