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Sponsor portfolio

JOHN BALL ZOO

EIN 38-6076879-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$141K premiums
Participants
355
1300 FULTON STREET WEST - GRAND RAPIDS, MI 49504616-336-5062jbzoo.orgLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
2 filings
#001401k-$11.4M - 227 part#501Mixed-$141K - 232 lives

Benefits portfolio analytics

1 plan / $141K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$122K
  • Life$116K
  • Short-term disability$116K
  • Long-term disability$116K
  • Vision$19K
Total $141K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY82%
  • EYEMED VISION CARE13%
  • ULLIANCE, INC.5%
Total $141K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LIGHTHOUSE GROUP79%
  • MICHIGAN CHAMBER SERVICES, INC.17%
  • GCG FINANCIAL LLC3%
Total $28K3 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

JOHN BALL ZOO 401(K) PROFIT SHARING PLAN

401k

Assets$11.4M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN BALL ZOO EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$141K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHN BALL ZOO 401(K) PROFIT SHARING PLAN401k$11.4M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN BALL ZOO EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$141K2322025
Retirement plans
Welfare plans
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