Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.1M
- Health$977K
- Prescription drug$977K
- Dental$77K
- Life$77K
- Other$77K
Sponsor portfolio
EZOIC, INC.
EIN 27-3777136internetLatest filing 2024
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$1.1M premiums
Participants
239
6023 INNOVATION WAY, STE 200 - CARLSBAD, CA 92009760-550-9689ezoic.comLinkedIn201-500 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 86 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CALIFORNIA PHYSICIANS SERVICE93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- ENROLLEASE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EZOIC 401(K) PLAN
401k
Assets$6.7M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EZOIC, INC. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.1M
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EZOIC 401(K) PLAN | 401k | $6.7M | 154 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EZOIC, INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.1M | 86 | 2024 |
Retirement plans
Welfare plans