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Sponsor portfolio

ZONE 5 TECHNOLOGIES LLC

EIN 45-3091933-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$218K premiums
Participants
450
4540 BROAD ST STE 120 - SAN LUIS OBISPO, CA 934018729805-436-2520zone5tech.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
2 filings
#001401k-$4.8M - 251 part#501Fully Insured-$218K - 310 lives

Benefits portfolio analytics

1 plan / $218K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$201K
  • Prescription drug$201K
  • Dental$16K
  • Vision$16K
  • Life$16K
  • Other$16K
Total $218K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • ANTHEM LIFE INSURANCE COMPANY92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
Total $218K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ABD INS. AND FINANCIAL SVCS., INC.90%
  • CENTRO BENEFITS RESEARCH LLC10%
Total $7K2 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

ZONE 5 TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZONE 5 TECHNOLOGIES LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$218K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZONE 5 TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.8M2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZONE 5 TECHNOLOGIES LLC HEALTH & WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS$218K3102025
Retirement plans
Welfare plans
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