PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ZIMMERMAN ASSOCIATES, INC.
Sponsor portfolio

ZIMMERMAN ASSOCIATES, INC.

EIN 62-0995602-information services-Latest filing 2025
Plans
3
Retirement
2
$62.1M assets
Welfare
1
$2.5M premiums
Participants
1,612
10600 ARROWHEAD DRIVE, STE 325 - FAIRFAX, VA 22030703-883-0506zai-inc.comLinkedIn501-1000 employeesinformation services
Plans on this EIN
3 filings
#002401k-$38.5M - 692 part#004ESOP-$23.6M - 563 part#501Fully Insured-$2.5M - 550 lives

Retirement portfolio analytics

2 plans aggregated / $62.1M assets / 1,255 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • INC. 401(K) Savings (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#004)38%
Total $62.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)692
  • EMPLOYEE STOCK OWNERSHIP (#004)563
Total 1,255Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Prescription drug$2.2M
  • Other$244K
  • Life$235K
  • Short-term disability$235K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • AETNA LIFE INSURANCE COMPANY0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • USI INSURANCE SERVICES LLC68%
  • KELLY & ASSOCIATES INSURANCE GROUP32%
Total $193K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN

401k

Assets$38.5M
Participants692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.6M
Participants563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZIMMERMAN ASSOCIATES, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN401k$38.5M6922025
004ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.6M5632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZIMMERMAN ASSOCIATES, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M5502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica