Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$175K
- Short-term disability$175K
- Long-term disability$175K
- Other$175K
- Dental$94K
- Vision$3K
Sponsor portfolio
MERCER ZIMMERMAN
EIN 48-0761465constructionLatest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$272K premiums
Participants
409
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $272K premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- HARTFORD LIFE AND ACCIDENT64%
- DELTA DENTAL OF CALIFORNIA35%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
95%top
- ASSUREDPARTNERS95%
- GIS BENEFITS INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERCER-ZIMMERMAN, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$19.1M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MERCER ZIMMERMAN HEALTH & WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$272K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERCER-ZIMMERMAN, INC. PROFIT SHARING 401(K) PLAN | 401k | $19.1M | 221 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MERCER ZIMMERMAN HEALTH & WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $272K | 188 | 2025 |
Retirement plans
Welfare plans