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Sponsor portfolioTH

THE C.W. ZUMBIEL COMPANY

EIN 31-0499900-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$2.2M premiums
Participants
674
2100 GATEWAY BOULEVARD - HEBRON, KY 41048513-396-5294LinkedIn201-500 employeespaper & forest products
Plans on this EIN
2 filings
#002401k-$34.5M - 302 part#501Mixed-$2.2M - 370 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.3M
  • Stop-loss$546K
  • Dental$279K
  • Vision$279K
  • Life$279K
  • Short-term disability$279K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • RXBENEFITS, INC.62%
  • HCC LIFE INSURANCE COMPANY25%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • CORPORATE PLANS, LLC89%
  • RX BENEFITS11%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE C.W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN

401k

Assets$34.5M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE C.W. ZUMBIEL CO. HEALTH CARE PLAN

Mixed - RX BENEFITS

Premiums$2.2M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE C.W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN401k$34.5M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE C.W. ZUMBIEL CO. HEALTH CARE PLANMixedRX BENEFITS$2.2M3702025
Retirement plans
Welfare plans
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