Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Life$8K
- Other$8K
Sponsor portfolio
CARPENTER & ZUCKERMAN
EIN 46-1545961Latest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$1.9M premiums
Participants
282
8827 W. OLYMPIC BLVD. - BEVERLY HILLS, CA 90211310-273-1230
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 195 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CZ&R LLP.SAVINGS PLAN
401k
Assets$1.2M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARPENTER & ZUCKERMAN HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.9M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CZ&R LLP.SAVINGS PLAN | 401k | $1.2M | 82 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARPENTER & ZUCKERMAN HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.9M | 195 | 2025 |
Retirement plans
Welfare plans