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Sponsor portfolio

ZANDER GROUP HOLDINGS, INC.

EIN 45-2704607-Latest filing 2025
Plans
3
Retirement
2
$257.0M assets
Welfare
1
$2.0M premiums
Participants
665
6213 CHARLOTTE PIKE - NASHVILLE, TN 372093038615-356-1700
Plans on this EIN
3 filings
#002ESOP-$247.0M - 194 part#001401k-$10.0M - 232 part#503Fully Insured-$2.0M - 400 lives

Retirement portfolio analytics

2 plans aggregated / $257.0M assets / 426 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • EMPLOYEE STOCK OWNERSHIP (#002)96%
  • HOLDINGS, INC. 401(K) (#001)4%
Total $257.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#001)232
  • EMPLOYEE STOCK OWNERSHIP (#002)194
Total 426Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$131K
  • Short-term disability$131K
  • Long-term disability$131K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • SYMETRA LIFE INSURANCE COMPANY7%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • JOSEPH LACHER97%
  • GROUP INSURANCE SERVICES INC3%
Total $105K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$247.0M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ZANDER GROUP HOLDINGS, INC. 401(K) PLAN

401k

Assets$10.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ZANDER GROUP HOLDINGS, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.0M
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$247.0M1942024
001ZANDER GROUP HOLDINGS, INC. 401(K) PLAN401k$10.0M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ZANDER GROUP HOLDINGS, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.0M4002025
Retirement plans
Welfare plans
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