Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$712K
- Life$182K
- Other$182K
- Short-term disability$143K
- Long-term disability$143K
Sponsor portfolio
PENZEYS, LTD
EIN 39-1623813food & beveragesLatest filing 2025
Plans
3
Retirement
1
$17.6M assets
Welfare
2
$895K premiums
Participants
485
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $895K premiums / 477 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- COMPANION LIFE INSURANCE COMPANY80%
- UNUM LIFE INSURANCE COMPANY OF AMERICA20%
Broker market share
Schedule A broker compensation
76%top
- PRIZM INSURANCE & RISK SERVICE76%
- ASSUREDPARTNERS24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENZEYS, LTD 401(K) PLAN AND TRUST
401k
Assets$17.6M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PENZEYS, LTD MEDICAL, DENTAL AND VISION PLAN
Self Funded - COMPANION LIFE INS CO
Premiums$712K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PENZEYS, LTD LIFE, LONG AND SHORT TERM DISABILITY INSURANCE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$182K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENZEYS, LTD 401(K) PLAN AND TRUST | 401k | $17.6M | 485 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PENZEYS, LTD MEDICAL, DENTAL AND VISION PLAN | Self Funded | COMPANION LIFE INS CO | $712K | 195 | 2025 | |
| 501 | PENZEYS, LTD LIFE, LONG AND SHORT TERM DISABILITY INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $182K | 282 | 2025 |
Retirement plans
Welfare plans