Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$246K
- Other$236K
- Long-term disability$157K
- Vision$61K
Sponsor portfolioTH
AZO SERVICES, INC.
EIN 38-3325888accountingLatest filing 2025
Plans
2
Retirement
1
$54.2M assets
Welfare
1
$669K premiums
Participants
1,508
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $669K premiums / 797 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
73%top
- GIBSON INSURANCE AGENCY, INC.73%
- JAMES R NELLIGAN & ASSOCIATES LLC22%
- PAYSERV LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AZO SERVICES INC 401(K) RETIREMENTS SAVINGS PLAN
401k
Assets$54.2M
Participants860
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AZO SERVICES INC HEALTH AND PREMIUM ONLY PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$669K
Covered lives797
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AZO SERVICES INC 401(K) RETIREMENTS SAVINGS PLAN | 401k | $54.2M | 860 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AZO SERVICES INC HEALTH AND PREMIUM ONLY PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $669K | 797 | 2025 |
Retirement plans
Welfare plans