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Sponsor portfolio

Z & M SHEET METAL, INC.

EIN 54-0808788-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
1
$10.2M assets
Welfare
2
$460K premiums
Participants
343
3931 AVION PARK COURT, UNIT C102 - CHANTILLY, VA 20151703-631-9600LinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#001ProfitSharing-$10.2M - 132 part#503Self Funded-$315K - 95 lives#502Mixed-$145K - 152 lives

Benefits portfolio analytics

2 plans / $460K premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$145K
  • Vision$145K
  • Life$145K
  • Short-term disability$145K
  • Long-term disability$145K
  • Other$145K
Total $145K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED HEALTHCARE INSURANCE COMPANY100%
Total $145K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

Z & M SHEET METAL, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$10.2M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

Z & M SHEET METAL, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$315K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

Z & M SHEET METAL, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$145K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001Z & M SHEET METAL, INC. PROFIT SHARING PLANProfitSharing$10.2M1322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503Z & M SHEET METAL, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$315K952024
502Z & M SHEET METAL, INC. EMPLOYEE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$145K1522025
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