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Sponsor portfolioTH

ZEPF CENTER

EIN 34-1168947-mental health care-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$448K premiums
Participants
880
2005 ASHLAND AVE - TOLEDO, OH 436201703419-841-7701zepfcenter.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001403b-$22.8M - 547 part#502Mixed-$448K - 469 lives

Benefits portfolio analytics

1 plan / $448K premiums / 469 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$183K
  • Other$105K
  • Long-term disability$89K
  • Short-term disability$39K
  • Life$33K
  • Vision$32K
Total $448K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY46%
  • DELTA DENTAL OF CALIFORNIA41%
  • VISION SERVICE PLAN7%
  • AFLAC4%
  • ESI EMPLOYEE ASSISTANCE GROUP2%
Total $448K5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUNTINGTON INSURANCE INC94%
  • NICOLE STARKEY3%
  • MARK J MATSOCK & ASSOCIATES INC1%
  • TJH CONSULTANTS LLC1%
  • DAVID N MULLINS JR1%
  • +3 more
Total $28K8 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

ZEPF CENTER RETIREMENT SAVINGS PLAN

403b

Assets$22.8M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ZEPF CENTER HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$448K
Covered lives469
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZEPF CENTER RETIREMENT SAVINGS PLAN403b$22.8M5472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ZEPF CENTER HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF OHIO$448K4692025
Retirement plans
Welfare plans
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