Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$40K
- Vision$34K
Sponsor portfolioTH
PAUL B. ZIMMERMAN, INC.
EIN 23-2049723consumer goodsLatest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$74K premiums
Participants
713
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $74K premiums / 626 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- SUN LIFE ASSURANCE COMPANY OF CANADA54%
- BLUE CROSS OF CALIFORNIA46%
Broker market share
Schedule A broker compensation
44%top
- BCF GROUP INC44%
- ASSUREDPARTNERS44%
- FORNEY, J B12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PAUL B. ZIMMERMAN, INC. 401(K) PLAN
401k
Assets$22.2M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PAUL B. ZIMMERMAN, INC. HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$74K
Covered lives626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PAUL B. ZIMMERMAN, INC. 401(K) PLAN | 401k | $22.2M | 461 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans