Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Life$1.7M
- Long-term disability$1.7M
- Vision$737K
- Health$223K
- Dental$223K
Sponsor portfolio
ZS ASSOCIATES, INC.
EIN 36-3249852Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$823.5M assets
Welfare
1
$3.3M premiums
Participants
8,014
1560 SHERMAN AVENUE, SUITE 700 - EVANSTON, IL 60201847-492-3600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 3,133 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- SUN LIFE ASSURANCE COMPANY OF CANADA52%
- UNUM LIFE INSURANCE COMPANY OF AMERICA19%
- UNITEDHEALTHCARE INSURANCE COMPANY16%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$823.5M
Participants4,871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZS ASSOCIATES WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$3.3M
Covered lives3,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $823.5M | 4,871 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZS ASSOCIATES WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.3M | 3,133 | 2025 |
Retirement plans
Welfare plans