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  2. ZOOLOGICAL SOCIETY OF PHILADELPHIA
Sponsor portfolioTH

ZOOLOGICAL SOCIETY OF PHILADELPHIA

EIN 23-1352298-Latest filing 2025
Plans
3
Retirement
2
$37.9M assets
Welfare
1
$3.2M premiums
Participants
740
3400 WEST GIRARD AVENUE - PHILADELPHIA, PA 19104215-243-5650
Plans on this EIN
3 filings
#002401k-$29.9M - 290 part#001TraditionalDB-$8.0M - 269 part#501Fully Insured-$3.2M - 200 lives

Retirement portfolio analytics

2 plans aggregated / $37.9M assets / 559 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • 401K RETIREMENT Savings (#002)79%
  • PHILADELPHIA RETIREMENT PLAN (#001)21%
Total $37.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $37.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT Savings (#002)290
  • PHILADELPHIA RETIREMENT PLAN (#001)269
Total 559Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$137K
  • Other$132K
  • Life$127K
  • Short-term disability$127K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • BLUE CROSS OF CALIFORNIA64%
  • KEYSTONE HEALTH PLAN EAST28%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT4%
  • PENN BEHAVIORAL HEALTH0%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $194K1 slice

Plan deep-dives

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

THE PHILADELPHIA ZOO 401K RETIREMENT SAVINGS PLAN

401k

Assets$29.9M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ZOOLOGICAL SOCIETY OF PHILADELPHIA RETIREMENT PLAN

TraditionalDB

Assets$8.0M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILADELPHIA ZOO GROUP HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$3.2M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE PHILADELPHIA ZOO 401K RETIREMENT SAVINGS PLAN401k$29.9M2902024
001ZOOLOGICAL SOCIETY OF PHILADELPHIA RETIREMENT PLANTraditionalDB$8.0M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILADELPHIA ZOO GROUP HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$3.2M2002025
Retirement plans
Welfare plans
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