Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Dental$3.0M
- Vision$2.6M
- Prescription drug$2.6M
- Other$749K
- Life$247K
- +1 more
Sponsor portfolio
ZETA ASSOCIATES INCORPORATED
EIN 54-1279046Latest filing 2025
Plans
2
Retirement
1
$589.9M assets
Welfare
1
$3.8M premiums
Participants
1,019
10302 EATON PLACE, SUITE 500 - FAIRFAX, VA 22030703-385-7050
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 666 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- LIFE INSURANCE COMPANY OF NORTH AMERICA12%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
62%top
- MARSH & MCLENNAN AGENCY LLC62%
- MCGRIFF INSURANCE SERVICES INC37%
- THE BENEFIT COMPANY INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZETA ASSOCIATES INCORPORATED SAVINGS PLAN
401k
Assets$589.9M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZETA ASSOCIATES INCORPORATED INDIVIDUAL BENEFIT ACCOUNT
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.8M
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZETA ASSOCIATES INCORPORATED SAVINGS PLAN | 401k | $589.9M | 739 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZETA ASSOCIATES INCORPORATED INDIVIDUAL BENEFIT ACCOUNT | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.8M | 666 | 2025 |
Retirement plans
Welfare plans