Sponsor portfolioTH

THE DAY & ZIMMERMANN GROUP, INC.

EIN 23-3024522Professional, Scientific, and Technical ServicesLatest filing 2024

Plans

Retirement

$499.5M assets

Welfare

$5.7M premiums

Participants

16,778

1500 SPRING GARDEN ST 10TH FL - PHILADELPHIA, PA 191304067215-299-8000

Plans on this EIN

3 filings

#013401k-$487.3M - 5,462 part #015401k-$12.2M - 2,191 part #517Fully Insured-$5.7M - 9,080 lives

Retirement portfolio analytics

2 plans aggregated / $499.5M assets / 7,653 participants

Assets by plan

Share of aggregate retirement assets

98%top

Participants by plan

Active + retired + deferred vested

ZIMMERMANN RETIREMENT PLAN (#013)5,462
FOR CONTRACT EMPLOYEES (#015)2,191

Benefits portfolio analytics

1 plan / $5.7M premiums / 9,080 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$2.9M
Life$1.9M
Health$1.2M
Stop-loss$760K
Long-term disability$618K
Short-term disability$611K
+3 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

79%top

METROPOLITAN LIFE INSURANCE COMPANY79%
HM LIFE INSURANCE COMPANY13%
EYEMED VISION CARE6%
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
CIGNA HEALTH AND LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

57%top

MARSH & MCLENNAN AGENCY LLC57%
BENEFITSTORE INC43%
BENEFITFORUCS.COM, INC.0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#013

DAY & ZIMMERMANN RETIREMENT PLAN

401k

Assets$487.3M

Participants5,462

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#015

DAY & ZIMMERMANN 401(K) PLAN FOR CONTRACT EMPLOYEES

401k

Assets$12.2M

Participants2,191

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#517