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  2. Zimmerman Associates, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Zimmerman Associates, Inc.

EIN 62-0995602-information services-Latest filing 2025
Plans
3
Retirement
2
$59.3M assets
Health & Benefits
1
$2.5M premiums
Participants
1,630
10600 ARROWHEAD DRIVE, STE 325 - FAIRFAX, VA 22030703-883-0506zai-inc.comLinkedIn501-1000 employeesinformation services
Plans on this EIN
3 filings
#002401(k)-$38.5M - 692 part#004ESOP-$20.8M - 581 part#501Fully insured-$2.5M - 550 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $59.3M assets / 1,273 participants

Assets by plan

Share of aggregate retirement assets

  • INC. 401(K) Savings (#002)$38.5M
  • EMPLOYEE STOCK OWNERSHIP (#004)$20.8M
Total $59.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)692
  • EMPLOYEE STOCK OWNERSHIP (#004)581
Total 1,273Select a row to open it

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
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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#002

ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN

401(k)

Assets$38.5M
Participants692
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.8M
Participants581
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ZIMMERMAN ASSOCIATES, INC. WELFARE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives550
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN401(k)$38.5M6922025
#004ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$20.8M5812025
  • ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN$38.5M
    #002 · 401(k) · 2025692
  • ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$20.8M
    #004 · ESOP · 2025581

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ZIMMERMAN ASSOCIATES, INC. WELFARE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M5502025
  • ZIMMERMAN ASSOCIATES, INC. WELFARE BENEFIT PLAN$2.5M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025550
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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