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Sponsor portfolio

ZETA GLOBAL

EIN 26-1196017-computer software-Latest filing 2025
Plans
2
Retirement
1
$105.5M assets
Welfare
1
$1.6M premiums
Participants
3,085
3 PARK AVENUE, 33RD FLOOR - NEW YORK, NY 10016212-967-5055zetaglobal.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$105.5M - 1,350 part#501Fully Insured-$1.6M - 1,722 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,722 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Dental$1.1M
  • Life$999K
  • Short-term disability$999K
  • Long-term disability$999K
  • Health$763K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
  • HARTFORD LIFE AND ACCIDENT33%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $265K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ZETA GLOBAL CORP 401K PLAN

401k

Assets$105.5M
Participants1,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZETA GLOBAL HEALTH & WELFARE BENEFIT

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives1,722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZETA GLOBAL CORP 401K PLAN401k$105.5M1,3502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZETA GLOBAL HEALTH & WELFARE BENEFITFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M1,7222025
Retirement plans
Welfare plans
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