Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$30K
- Long-term disability$30K
- Other$30K
Sponsor portfolio
PRIMARY SURGICAL, INC.
EIN 46-0403563Latest filing 2025
Plans
2
Retirement
1
$26.7M assets
Welfare
1
$30K premiums
Participants
127
4910 SOUTH ISABEL PLACE, SUITE 200 - SIOUX FALLS, SD 57108612-746-8000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $30K premiums / 104 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ZB DAVIS 401(K) PLAN
401k
Assets$26.7M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRIMARY SURGICAL, INC. LIFE INSURANCE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$30K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZB DAVIS 401(K) PLAN | 401k | $26.7M | 127 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRIMARY SURGICAL, INC. LIFE INSURANCE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $30K | 104 | 2025 |
Retirement plans
Welfare plans