Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$40K
- Vision$34K
Filings through .
Top hat
Paul B. Zimmerman, Inc.
EIN 23-2049723consumer goodsLatest filing 2025
Plans
2
Retirement
1
$26.4M assets
Health & Benefits
1
$74K premiums
Participants
727
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $74K premiums / 626 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
PAUL B. ZIMMERMAN, INC. 401(K) PLAN
401(k)
Assets$26.4M
Participants475
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PAUL B. ZIMMERMAN, INC. HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$74K
Covered lives626
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PAUL B. ZIMMERMAN, INC. 401(K) PLAN | 401(k) | $26.4M | 475 | 2025 |
- #001 · 401(k) · 2025475
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PAUL B. ZIMMERMAN, INC. HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $74K | 626 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025626
Retirement plans
Health & Benefits plans