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
Filings through .
Top hat
Zoeller Company
EIN 61-0495071machineryLatest filing 2025
Plans
6
Retirement
1
$120.5M assets
Health & Benefits
5
$2.3M premiums
Participants
3,587
3649 CANE RUN ROAD - LOUISVILLE, KY 402111961502-778-2731zoeller.comLinkedIn501-1000 employeesmachinery
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $2.3M premiums / 2,626 covered lives
See carrier and broker market share with Pro.
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST
401(k)
Assets$120.5M
Participants961
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ZOELLER COMPANY MEDICAL BENEFIT PLAN
Self-funded - TOKIO MARINE
Premiums$1.4M
Covered lives588
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ZOELLER COMPANY LIFE, AD&D, AND LTD
Fully insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$388K
Covered lives791
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
PREPAID DENTAL CARE PLAN
Fully insured - DELTA DENTAL OF KENTUCKY
Premiums$262K
Covered lives481
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
ZOELLER COMPANY ACCIDENT, CRITICAL ILLNESS, AND HOSPITAL INDEMNITY INSURANCE
Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$150K
Covered lives231
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
ZOELLER VISION PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$74K
Covered lives535
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | 401(k) | $120.5M | 961 | 2025 |
- #001 · 401(k) · 2025961
Health & Benefits plans
5 plans on this EIN
| 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 |
- #501 · Self-funded · TOKIO MARINE · 2025588
- #503 · Fully insured · RELIASTAR LIFE INSURANCE COMPANY · 2025791
- #502 · Fully insured · DELTA DENTAL OF KENTUCKY · 2025481
- #505 · Mixed · COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · 2025231
- #504 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025535
Retirement plans
Health & Benefits plans