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Sponsor portfolio

ZRS MANAGEMENT, LLC

EIN 27-2754743-real estate-Latest filing 2025
Plans
2
Retirement
1
$60.1M assets
Welfare
1
$1.9M premiums
Participants
4,683
2001 SUMMIT PARK DRIVE, SUITE 300 - ORLANDO, FL 32810407-644-6300zrsmanagement.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$60.1M - 2,616 part#501Mixed-$1.9M - 3,282 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 3,282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Dental$1.2M
  • Vision$1.2M
  • Life$293K
  • Short-term disability$247K
  • Long-term disability$164K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • AMERITAS LIFE INSURANCE CORP.64%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MCGRIFF INSURANCE SERVICES INC74%
  • MARSH & MCLENNAN AGENCY LLC26%
Total $231K2 slices

Plan deep-dives

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

ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$60.1M
Participants2,616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZRS MANAGEMENT, LLC, FLEXIBLE BENEFITS PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$1.9M
Covered lives3,282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$60.1M2,6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZRS MANAGEMENT, LLC, FLEXIBLE BENEFITS PLANMixedAMERITAS LIFE INSURANCE CORP.$1.9M3,2822025
Retirement plans
Welfare plans
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