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Sponsor portfolioTH

ZIMBRICK, INC.

EIN 39-0963195-automotive-Latest filing 2025
Plans
2
Retirement
1
$130.3M assets
Welfare
1
$421K premiums
Participants
1,942
1601 WEST BELTLINE HIGHWAY - MADISON, WI 53713608-271-1601zimbrick.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$130.3M - 1,102 part#510Mixed-$421K - 980 lives

Benefits portfolio analytics

1 plan / $421K premiums / 980 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$371K
  • Life$305K
  • Short-term disability$305K
  • Vision$50K
Total $421K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HARTFORD LIFE AND ACCIDENT72%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
  • EMPATHIA, INC.5%
Total $421K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • M3 INSURANCE SOLUTIONS INC88%
  • WATCHTOWER BENEFITS, LLC12%
Total $33K2 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

ZIMBRICK, INC. RETIREMENT SAVINGS PLAN

401k

Assets$130.3M
Participants1,102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ZIMBRICK, INC. GROUP HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$421K
Covered lives980
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZIMBRICK, INC. RETIREMENT SAVINGS PLAN401k$130.3M1,1022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ZIMBRICK, INC. GROUP HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$421K9802025
Retirement plans
Welfare plans
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