Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.8M
- Vision$2.8M
- Health$2.6M
- Prescription drug$2.5M
- Other$624K
- Long-term disability$239K
- +1 more
Sponsor portfolio
ZETA ASSOCIATES
EIN 54-1279046Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$589.9M assets
Welfare
1
$3.4M premiums
Participants
940
10302 EATON PLACE, SUITE 500 - FAIRFAX, VA 22030703-272-1040
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 672 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
- LIFE INSURANCE COMPANY OF NORTH AMERICA15%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
84%top
- MCGRIFF INSURANCE SERVICES INC84%
- MARSH & MCLENNAN AGENCY LLC16%
- THE BENEFIT COMPANY INC0%
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$3.4M
Covered lives672
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 | $3.4M | 672 | 2024 |
Retirement plans
Welfare plans