Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $42.9M assets / 653 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $3.2M premiums / 200 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - INDEPENDENCE BLUE CROSS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE PHILADELPHIA ZOO 401K RETIREMENT SAVINGS PLAN | 401(k) | $34.5M | 390 | 2025 |
| #001 | ZOOLOGICAL SOCIETY OF PHILADELPHIA RETIREMENT PLAN | Traditional DB | $8.4M | 263 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PHILADELPHIA ZOO GROUP HEALTH AND WELFARE PLAN | Fully insured | INDEPENDENCE BLUE CROSS | $3.2M | 200 | 2025 |