Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolioTH
ZP GROUP
EIN 27-3493758information technology and servicesLatest filing 2024
Plans
3
Retirement
2
$30.3M assets
Welfare
1
$5.0M premiums
Participants
1,738
1410 SPRING HILL ROAD, SUITE 300 - MCLEAN, VA 22102410-264-1344zpgroup.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.3M assets / 1,057 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.0M premiums / 645 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$4.6M
- Vision$4.6M
- Life$117K
- Long-term disability$107K
- Other$90K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- FLORES AND ASSOCIATES0%
Broker market share
Schedule A broker compensation
82%top
- G SCOTT COOKE82%
- JAMES A SCOTT & SON INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZP GROUP PLAN A
401k
Assets$17.2M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ZP GROUP PLAN B
401k
Assets$13.0M
Participants805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZACHARY PIPER LLC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.0M
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZP GROUP PLAN A | 401k | $17.2M | 252 | 2024 | |
| 002 | ZP GROUP PLAN B | 401k | $13.0M | 805 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZACHARY PIPER LLC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.0M | 645 | 2024 |
Retirement plans
Welfare plans