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  2. ZOOLOGICAL SOCIETY OF CINCINNATI
Sponsor portfolioTH

ZOOLOGICAL SOCIETY OF CINCINNATI

EIN 31-0537171-museums and institutions-Latest filing 2025
Plans
4
Retirement
2
$34.9M assets
Welfare
2
$646K premiums
Participants
1,390
3400 VINE STREET - CINCINNATI, OH 45220513-281-4700LinkedIn1-10 employeesmuseums and institutions
Plans on this EIN
4 filings
#003401k-$22.4M - 806 part#001401k-$12.6M - 148 part#503Mixed-$646K - 294 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $34.9M assets / 954 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • 401(K) RETIREMENT PLAN (#003)64%
  • LOCAL 282 401(K) (#001)36%
Total $34.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)806
  • LOCAL 282 401(K) (#001)148
Total 954Click row to drill in

Benefits portfolio analytics

2 plans / $646K premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$472K
  • Short-term disability$87K
  • Long-term disability$61K
  • Vision$18K
  • Dental$9K
Total $646K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • COMMUNITY INSURANCE COMPANY63%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $646K4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HUB INTERNATIONAL MIDWEST LIMITED81%
  • HORAN ASSOCIATES INC.8%
  • CENTRO BENEFITS RESEARCH LLC5%
  • PAYCOR INC4%
  • P;AYCOR INC2%
Total $105K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN

401k

Assets$22.4M
Participants806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AFSCME LOCAL 282 401(K) PLAN

401k

Assets$12.6M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ZOOLOGICAL SOCIETY OF CINCINNATI HEALTH, GROUP DIS AND TERM LIFE PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$646K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FLEXIBLE SPENDING BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN401k$22.4M8062024
001AFSCME LOCAL 282 401(K) PLAN401k$12.6M1482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ZOOLOGICAL SOCIETY OF CINCINNATI HEALTH, GROUP DIS AND TERM LIFE PLANMixedCOMMUNITY INSURANCE COMPANY$646K2942025
501FLEXIBLE SPENDING BENEFITS PLANSelf Funded-$002025
Retirement plans
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