Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$883K
- Other$55K
- Long-term disability$45K
- Life$17K
- Vision$9K
Sponsor portfolio
M. SIMON ZOOK CO.
EIN 23-1496543food productionLatest filing 2025
Plans
3
Retirement
1
$9.3M assets
Welfare
2
$992K premiums
Participants
577
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $992K premiums / 497 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- AVALON INSURANCE COMPANY89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
- WELLSPAN HEALTH0%
Broker market share
Schedule A broker compensation
81%top
- MCCONKEY BENEFITS & FINANCIAL SERV81%
- BENEFITMALL11%
- GALLAGHER BENEFIT SERVICES, INC.8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
M. SIMON ZOOK 401(K) PROFIT SHARING PLAN
401k
Assets$9.3M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
M SIMON ZOOK CO GROUP MEDICAL PLAN
Self Funded - AVALON INSURANCE COMPANY
Premiums$883K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
M SIMON ZOOK CO WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$109K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | 401k | $9.3M | 254 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | M SIMON ZOOK CO GROUP MEDICAL PLAN | Self Funded | AVALON INSURANCE COMPANY | $883K | 156 | 2025 | |
| 502 | M SIMON ZOOK CO WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $109K | 341 | 2025 |
Retirement plans
Welfare plans