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  2. Zander Group Holdings, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Zander Group Holdings, Inc.

EIN 45-2704607-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$293.1M assets
Health & Benefits
1
$2.0M premiums
Participants
703
6213 CHARLOTTE PIKE - NASHVILLE, TN 37209615-850-3353
Plans on this EIN
3 filings
#002ESOP-$281.4M - 216 part#001401(k)-$11.7M - 248 part#503Fully insured-$2.0M - 400 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $293.1M assets / 464 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$281.4M
  • HOLDINGS, INC. 401(K) (#001)$11.7M
Total $293.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#001)248
  • EMPLOYEE STOCK OWNERSHIP (#002)216
Total 464Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$281.4M
Participants216
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ZANDER GROUP HOLDINGS, INC. 401(K) PLAN

401(k)

Assets$11.7M
Participants248
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

ZANDER GROUP HOLDINGS, INC. WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.0M
Covered lives400
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$281.4M2162025
#001ZANDER GROUP HOLDINGS, INC. 401(K) PLAN401(k)$11.7M2482025
  • ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$281.4M
    #002 · ESOP · 2025216
  • ZANDER GROUP HOLDINGS, INC. 401(K) PLAN$11.7M
    #001 · 401(k) · 2025248

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503ZANDER GROUP HOLDINGS, INC. WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.0M4002025
  • ZANDER GROUP HOLDINGS, INC. WELFARE BENEFIT PLAN$2.0M
    #503 · Fully insured · BLUECROSS BLUESHIELD OF TENNESSEE, INC. · 2025400
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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