Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$909K
- Other$53K
- Long-term disability$43K
- Life$16K
- Vision$9K
Filings through .
M. Simon Zook Co.
EIN 23-1496543food productionLatest filing 2025
Plans
3
Retirement
1
$9.3M assets
Health & Benefits
2
$992K premiums
Participants
577
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $992K premiums / 497 covered lives
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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#001
M. SIMON ZOOK 401(K) PROFIT SHARING PLAN
401(k)
Assets$9.3M
Participants254
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
M SIMON ZOOK CO GROUP MEDICAL PLAN
Self-funded - AVALON INSURANCE COMPANY
Premiums$883K
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
M SIMON ZOOK CO WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$109K
Covered lives341
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | 401(k) | $9.3M | 254 | 2025 |
- #001 · 401(k) · 2025254
Health & Benefits plans
2 plans on this EIN
| 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 |
- #503 · Self-funded · AVALON INSURANCE COMPANY · 2025156
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025341
Retirement plans
Health & Benefits plans