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Sponsor portfolio

THE TOLEDO ZOOLOGICAL SOCIETY

EIN 34-4440256-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$25.5M assets
Welfare
1
$1.8M premiums
Participants
892
PO BOX 140130 - TOLEDO, OH 436140130419-385-5721LinkedIn11-50 employeesmuseums and institutions
Plans on this EIN
2 filings
#004403b-$25.5M - 653 part#501Fully Insured-$1.8M - 240 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$412K
  • Vision$162K
  • Life$162K
  • Dental$111K
  • Short-term disability$111K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • MEDICAL MUTUAL69%
  • PARAMOUNT DENTAL22%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MATT HOLZEMER68%
  • SAVAGE & ASSOCIATES INC32%
Total $82K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE TOLEDO ZOOLOGICAL SOCIETY EMPLOYEES RETIREMENT PLAN

403b

Assets$25.5M
Participants653
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE TOLEDO ZOOLOGICAL SOCIETY PRETAX PREMIUM & WELFARE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$1.8M
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE TOLEDO ZOOLOGICAL SOCIETY EMPLOYEES RETIREMENT PLAN403b$25.5M6532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE TOLEDO ZOOLOGICAL SOCIETY PRETAX PREMIUM & WELFARE BENEFIT PLANFully InsuredMEDICAL MUTUAL OF OHIO$1.8M2402025
Retirement plans
Welfare plans
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