Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$199K
- Dental$9K
- Life$2K
- Short-term disability$2K
- Vision$1K
Sponsor portfolio
W. D. ZWICKY & SON, INC.
EIN 23-2580835constructionLatest filing 2025
Plans
2
Retirement
1
$1.0M assets
Welfare
1
$212K premiums
Participants
52
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $212K premiums / 22 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- HM LIFE INSURANCE COMPANY94%
- UNITED CONCORDIA INSURANCE COMPANY4%
- DEARBORN LIFE INSURANCE COMPANY1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- PCI INSURANCE AGENCY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WDZ 401(K) PLAN
401k
Assets$1.0M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W.D. ZWICKY & SON, INC. EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$212K
Covered lives22
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WDZ 401(K) PLAN | 401k | $1.0M | 31 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | W.D. ZWICKY & SON, INC. EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $212K | 22 | 2025 |
Retirement plans
Welfare plans