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  2. ZEAL CAPITAL MANAGEMENT, LLC.
Sponsor portfolio

ZEAL CAPITAL MANAGEMENT, LLC.

EIN 45-5353201-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$1.2M premiums
Participants
240
2001 ROSS AVE., SUITE 700-119 - DALLAS, TX 75201909-273-5728
Plans on this EIN
2 filings
#001401k-$3.3M - 124 part#501Fully Insured-$1.2M - 157 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$132K
  • Vision$132K
  • Life$132K
  • Short-term disability$132K
  • Long-term disability$132K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • TANYA BOYD & ASSOCIATES, LLC87%
  • CENTERSTONE INSURANCE AND FINANCIAL10%
  • SEQUOIA BENEFITS & INS SVCS LLC2%
  • OPES ONE ADVISORS LLC0%
Total $60K4 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

ZEAL CAPITAL MANAGEMENT, LLC 401(K) PLAN

401k

Assets$3.3M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZEAL CAPITAL MANAGEMENT, LLC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.2M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZEAL CAPITAL MANAGEMENT, LLC 401(K) PLAN401k$3.3M1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZEAL CAPITAL MANAGEMENT, LLC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$1.2M1572025
Retirement plans
Welfare plans
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