Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.6M
- Life$1.6M
- Long-term disability$1.6M
- Health$245K
- Dental$245K
- Vision$245K
Sponsor portfolio
ZS ASSOCIATES, INC.
EIN 36-3249852Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$658.5M assets
Welfare
1
$2.8M premiums
Participants
7,291
1560 SHERMAN AVENUE, SUITE 700 - EVANSTON, IL 60201847-492-3600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 2,951 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- SUN LIFE ASSURANCE COMPANY OF CANADA64%
- UNUM LIFE INSURANCE COMPANY OF AMERICA22%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
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$658.5M
Participants4,450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZS ASSOCIATES WELFARE BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.8M
Covered lives2,951
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 | $658.5M | 4,450 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZS ASSOCIATES WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.8M | 2,951 | 2024 |
Retirement plans
Welfare plans