Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.4M
- Life$388K
- Long-term disability$388K
- Dental$262K
- Vision$74K
Sponsor portfolioTH
ZOELLER COMPANY
EIN 61-0495071machineryLatest filing 2025
Plans
6
Retirement
1
$117.9M assets
Welfare
5
$2.3M premiums
Participants
3,554
3649 CANE RUN RD - LOUISVILLE, KY 402111961502-778-2731zoeller.comLinkedIn501-1000 employeesmachinery
Benefits portfolio analytics
5 plans / $2.3M premiums / 2,626 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- HCC LIFE INSURANCE COMPANY61%
- RELIASTAR LIFE INSURANCE COMPANY17%
- DELTA DENTAL OF CALIFORNIA12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
76%top
- STERLING G THOMPSON COMPANY LLC76%
- RTR AL CORP13%
- JEFFREY D HARNED4%
- JAMES R NELLIGAN & ASSOCIATES LLC3%
- WILLIAM JACK MITCHELL JR2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST
401k
Assets$117.9M
Participants928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZOELLER COMPANY MEDICAL BENEFIT PLAN
Self Funded - TOKIO MARINE
Premiums$1.4M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ZOELLER COMPANY LIFE, AD&D, AND LTD
Fully Insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$388K
Covered lives791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PREPAID DENTAL CARE PLAN
Fully Insured - DELTA DENTAL OF KENTUCKY
Premiums$262K
Covered lives481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ZOELLER COMPANY ACCIDENT, CRITICAL ILLNESS, AND HOSPITAL INDEMNITY INSURANCE
Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$150K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ZOELLER VISION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$74K
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | 401k | $117.9M | 928 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZOELLER COMPANY MEDICAL BENEFIT PLAN | Self Funded | TOKIO MARINE | $1.4M | 588 | 2025 | |
| 503 | ZOELLER COMPANY LIFE, AD&D, AND LTD | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY | $388K | 791 | 2025 | |
| 502 | PREPAID DENTAL CARE PLAN | Fully Insured | DELTA DENTAL OF KENTUCKY | $262K | 481 | 2025 | |
| 505 | ZOELLER COMPANY ACCIDENT, CRITICAL ILLNESS, AND HOSPITAL INDEMNITY INSURANCE | Mixed | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $150K | 231 | 2025 | |
| 504 | ZOELLER VISION PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $74K | 535 | 2025 |
Retirement plans
Welfare plans