Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$129K
- Vision$129K
- Life$80K
- Short-term disability$80K
- +2 more
Sponsor portfolio
ZONE & COMPANY SOFTWARE CONSULTING, LLC
EIN 46-2031056Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$2.1M premiums
Participants
305
6 LIBERTY SQUARE, PMB 6040 - BOSTON, MA 02109800-760-7401
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- AETNA LIFE INSURANCE COMPANY90%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
93%top
- GALLAGHER BENEFIT SERVICES, INC.93%
- ARCHON LLC7%
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 & CO 401(K) P/S PLAN
401k
Assets$7.3M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZONE & COMPANY SOFTWARE CONSULTING, LLC BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.1M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZONE & CO 401(K) P/S PLAN | 401k | $7.3M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZONE & COMPANY SOFTWARE CONSULTING, LLC BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $2.1M | 252 | 2025 |
Retirement plans
Welfare plans