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Sponsor portfolio

FC ZIEGLER CO INC

EIN 73-0700938-Manufacturing-Latest filing 2025
Plans
4
Retirement
2
$20.5M assets
Welfare
2
$1.1M premiums
Participants
706
2111 E 11TH ST - TULSA, OK 741043625918-587-7639
Plans on this EIN
4 filings
#001401k-$11.8M - 220 part#002401k-$8.8M - 97 part#502Fully Insured-$991K - 187 lives#501Fully Insured-$83K - 202 lives

Retirement portfolio analytics

2 plans aggregated / $20.5M assets / 317 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#001)57%
  • ZIEGLER CO 401(K) (#002)43%
Total $20.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)220
  • ZIEGLER CO 401(K) (#002)97
Total 317Click row to drill in

Benefits portfolio analytics

2 plans / $1.1M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$991K
  • Dental$991K
  • Prescription drug$991K
  • Vision$83K
  • Life$83K
  • Short-term disability$83K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PAYCHEX INSURANCE AGENCY, INC.100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FC ZIEGLER CO INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$11.8M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FC ZIEGLER CO 401(K) PLAN

401k

Assets$8.8M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FC ZIEGLER

Fully Insured - BLUE CROSS BLUE SHIELD OF OKLAHOMA

Premiums$991K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

HEALTH AND WELFARE PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$83K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FC ZIEGLER CO INC 401(K) PROFIT SHARING PLAN & TRUST401k$11.8M2202025
002FC ZIEGLER CO 401(K) PLAN401k$8.8M972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FC ZIEGLERFully InsuredBLUE CROSS BLUE SHIELD OF OKLAHOMA$991K1872025
501HEALTH AND WELFARE PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$83K2022025
Retirement plans
Welfare plans
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